Improving the Student Loan Repayment Experience

Improving the Student Loan Repayment Experience

Improving the Student Loan Repayment Experience

Built a new customer dashboard from 0-to-1 to improve the loan management experience for 200,000+ Earnest customers.

Built a new customer dashboard from 0-to-1 to improve the loan management experience for 200,000+ Earnest customers.

Built a new customer dashboard from 0-to-1 to improve the loan management experience for 200,000+ Earnest customers.

Headquarters

Headquarters

Salt Lake City, UT

Founded

Founded

2013

2013

2013

Industry

Industry

FinTech

FinTech

FinTech

Company size

Company size

250+

Challenge

Challenge

Challenge

Earnest's customer service team was getting overburdened with a heavy number of calls from current customers regarding simple tasks like paying monthly payments, obtaining tax documents, and checking payment status.

Results

Results

Results

The launch of the newly designed home dashboard for all Earnest customers helped relieve burden on the customer servicing team, save users time, and increase customer satisfaction.

The launch of the newly designed home dashboard for all Earnest customers helped relieve burden on the customer servicing team, save users time, and increase customer satisfaction.

The launch of the newly designed home dashboard for all Earnest customers helped relieve burden on the customer servicing team, save users time, and increase customer satisfaction.

4 min.

4 min.

4 min.

Saved per session for users

Saved per session for users

Saved per session for users

20%+

20%+

20%+

Customer Satisfaction

200,000+

200,000+

200,000+

Customers impacted

Customers impacted

Customers impacted

Final Product

Final Product

Final Product

Phase 1: Discovery & Research

Phase 1: Discovery & Research

Phase 1: Discovery & Research

  1. User Research: Based on our old dashboards, we crafted 3 user personas focussing on their primary objectives while using a loan dashboard.

  2. Product Requirement Document: I collaborated with the Product Manager to build a PRD breaking down all the features and their priority along with a rollout plan.

  3. Wireframing: I built wireframes based on the requirements and user personas.

Phase 2: Design, Test, Design

This phase involved months of iteration and user testing to improve constantly and get as close to a perfect product as possible before launch.

Phase 3: Developer Handoff

Finally, I handed the design off to developers with a component library and a well-annotated Figma file to ensure zero communication gap between development and design.