Overview
CREOS (Commercial Real Estate Originations System) is an internal J.P. Morgan platform that helps Commercial Banking teams manage commercial real estate loans from origination through closing.
The problem
Finding client and loan information meant manually searching across numerous documents and folders within CREOS. As data volume grew, this manual process became increasingly time-consuming — slowing workflows, reducing productivity, and limiting how quickly teams could respond to clients throughout the lending process.
Ownership
I'm the lead designer for CRE AI Chat, shaping how Commercial Banking teams across the U.S. use AI to work more efficiently. Through benchmarking, user interviews, and usability testing, I identified key workflow pain points and designed solutions that help users find information and complete tasks faster and with more confidence.
Design impact
Owned the AI Chat experience end-to-end, including new components added to the design system so other designers can build AI tools consistently.
AI knowledge
Deepened my understanding of AI product design by evaluating industry-leading AI tools, studying effective interaction patterns, and identifying opportunities to improve our own experience.
Product strategy
Partnered closely with product managers, designers, and developers to keep the team aligned on sprint goals and product direction.
Concept preview screen
This project is currently in progress and in the early stages of development. The concept introduces an AI-powered chat experience where users can revisit previous conversations, save frequently used prompts for recurring tasks, and work with specialized AI agents that:
Analyze uploaded loan documents automatically
Flag errors and missing information
Determine whether documents are ready to advance to the next step in the lending process
🔒 Reach out to learn more
