(Texas Capital Bank)
Credit Overview App (Mobile)
The mobile app delivers essential credit insights through a clean, intuitive interface designed for quick, on‑the‑go decision‑making. Business clients can easily review loan balances, track upcoming payments, and receive real‑time alerts, allowing them to stay informed and take action without needing to access the full platform.
(problem)
Business clients needed quick access to credit information while away from their desks, but the full banking platform was not optimized for mobile, making it slow and difficult to navigate on smaller screens.
(goal)
Design a focused mobile experience that surfaces the most critical credit information — balances, upcoming payments, and real‑time alerts — in a clean, fast, and intuitive interface.
(my role)
UX Designer
- Led UX design for the Credit Overview mobile app from discovery through final UI
- Defined the information hierarchy to surface the most relevant credit data at a glance
- Designed key flows including balance overview, payment tracking, and real‑time alert management
- Ensured a responsive, accessible experience optimized for touch interactions
- Worked within the existing design system to maintain consistency across platforms
(user research)
- Conducted interviews with business banking clients to understand their on‑the‑go information needs
- Identified top tasks: checking balances, reviewing payment schedules, and acting on alerts
- Analyzed competitor mobile banking apps to identify UX patterns that support quick decision‑making
(key considerations)
- Mobile users need fast, focused access — not a feature‑for‑feature port of the desktop experience
- Touch targets, legibility, and hierarchy must be optimized for small screens
- Real‑time notifications are critical to keeping users informed and prompting timely action
(contact me)
let's work together
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