UX Designer - Business Analyst 2018-Current (Charlotte,NC)

Wells Fargo

Commercial Collateral Management App


Commercial Collateral Management (CCM) is the system of record that mangers, monitors, services and reports collateral and loan information across the wholesale lines of businessnes. It's a centralized solution that provides data transparency, accuracy and integrity for collateral data.

Wholesale Tax Portal


Wholesale Tax Center of Excellence (COE) is created to establish tax core technology application, tax monitoring, delinquencies, withhodling calculation, reporting and integrating across the wholesale LOBs and IRS, that will ensure Wholesale businesses comply with IRS tax code and foreign CRS.

What I Delivered

I provided and documented all necessary design documentation, including wireframes, business rules, and technical requirements in functional specifications documents (FSD) and UX guides based on business requirements documents (BRD).

  • Redesigned and restructured user interface and provided a style guide
  • Designed wireframes, interactive lo-fi to hi-fi prototypes
  • Collaborated with BA team to design, validating, and analyze business requirements
  • Facilitated UI development, and working with front-end developers to implement the mockups and solutions
  • Worked with QA team to validate functionalities and business flows
  • Developed scenarios, use cases, and engaging closely with stakeholders to define and provide high-level business (BRD) and UX requirements
  • Conducted stakeholders interview, usability sessions, heuristic evaluation and translating feedbacks into creative design solutions