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David A. George
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Loan Officer Assignment Tool

Matching clients with loan consultants

I designed an internal tool that saved the company 750+ hours per year by assigning clients to loan consultants based on location, qualifications, and availability.

Company
CapCenter
Project role
Product engineering lead + Frontend lead
Time saved
Per manager: 30+ minutes/day (125 hrs/year)
Desktop view of consultant qualifications and availabilityMobile list of loan consultants and their availability

Product-engineering contribution

  • UX + UI design lead
  • Product engineering lead
  • User research and A/B testing
  • Post-launch support

Technologies

  • Figma
  • React
  • Bootstrap
  • TypeScript
  • Azure

Automate the assignment

After meeting with managers about their pain points, the main things stealing their time became clear: finding the right consultant for a client and updating consultant criteria and capacity. I built a tool that automatically matched clients with consultants based on location, skills, qualifications, and availability. Managers could review and update consultant criteria and capacity all in one place.

Give managers 125+ hours back

After rollout, the tool saved each manager in the program over 30 minutes per day, or over 125 hours per year. I designed the interface in Figma. The tool was built with React, Bootstrap, and TypeScript and deployed through Azure CI/CD.