Finance · 2026
Loan Ops: Portfolio Command Centre
An end-to-end loan operations command centre covering deal pipeline, live KPI cards, task queue, and a 3D portfolio globe, built for a commercial lending desk.
The problem
Commercial lending teams need a single operational view across pipeline, portfolio performance, and outstanding work.
Constraints
- Bring multiple operational views into one client-side application
- Keep live KPIs and pipeline state understandable at a glance
Approach
- Combined deal pipeline, KPI cards, task queue, and portfolio visualisation
- Used interactive dashboarding to connect portfolio and workflow information
Results
- Demonstrated an end-to-end operating view for a commercial lending desk
- Combined KPI monitoring, pipeline tracking, and data visualisation in one interface