For Financial Teams to give Big Bank Investors security

For Financial Teams to give Big Bank Investors security

Enabling Investing with eVault and eSign

Enabling Investing with eVault and eSign

Role: Lead product designer, Interim design manager

Contribution: Product strategy, Information architecture, User experience, Visual design, Design systems, Internal tooling, Cross-team communication

To create a new line of business, our team was tasked with bridging the gap between loan financing teams—who create loans for homebuyers—and investors who buy them as long-term securities.

As the lead designer, I designed the eVault platform to (1) operate at enterprise volumes across org types, (2) have a native eSign that connects across the ecosystem, (3) provide audits any time, at any level, (4) pull custom reports and create templates, (5) adapt view to environments: staging, production, org ID, roles and permissions, (6) have internal tooling to onboard clients, (7) pass industry approvals, and (8) embody self-service: a transparent approach to error handling and user agency.

Meanwhile, as interim design manager, I led workshops that expanded the design team's knowledge of the full product experience. This revealed multi-persona opportunities, matured design influence, and simplified cross-team collaboration.

Relationship map
Overview of Admin User Management and My Profile
Perspectives between Personas
Role-Based Access Control Sitemap
Multi-persona Differences
Self-Service Adoption
Components

San Francisco, CA

65

°F