Cara Phillips Email & Phone Number

United States

UX Strategist with a focus on 3-5 years strategies for Advice & Wealth Management site development. My strongest attributes in this role are my ability to build movement/momentum in a workflow, connecting people across departments to collaborate on shared projects, and the organization of artifacts, people, and ideas. I enable my team to meet deliverable timelines by providing structural support and timely consultation. While taking on many responsibilities of a Program Manager, I also assume a more traditional strategy role by combining user experience (UX) principles with strategic thinking to create effective and user-centered digital experiences. I work closely with various disciplines, including designers, researchers, product managers, and developers, to develop strategies that align with user needs and business goals. I am responsible for keeping the working team engaged, stakeholders updated, and sponsors comfortable with the direction of the work. I excel at organizing and delivering on cross-cutting engagements.

Charlotte, North Carolina, United States

As a UX Producer, my role is to provide project support to the UX team. I facilitate UX stand up meetings, product kickoff meetings, and collaboration sessions to ensure effective communication and coordination within the team. I work closely with the UX team to ensure a sustainable volume of work for each team member on a weekly basis.One of my responsibilities is to advocate for UX best practices, team norms, and department standards. I actively recognize and clear any blockers that may arise, ensuring a smooth workflow for the team. I also identify and facilitate conversations surrounding downstream workflow impacts and maintain the UX intake process in workflow tools such as JIRA, AirTable, or MS Planner. Additionally, I am responsible for capturing and publishing meeting minutes/notes to ensure that important information is documented and shared.In addition to supporting the UX team, I also provide project support to the Product teams. I work with stakeholders to discuss and translate business goals into actionable steps, features, or potential user experiences in partnership with the triad. Acting as a liaison between the Product teams and the UX team, I collaborate with the triad group to define business requirements for new projects, including the business problem, user story, and timeline. I also represent UX in various Product meetings, such as Big Room Planning, Scrum of Scrums, and Stakeholder reviews.Furthermore, I play a role in promoting Agile principles and methods. I collaborate with the Senior Product/Journey owner to prioritize the UX backlog and define the criteria for UX work to be considered ready to begin. I also maintain and provide guidance on UX roadmaps and sprint planning, working towards the continuous improvement and adaptation of Agile practices within the UX team.

Charlotte, North Carolina, United States

As a people leader, I successfully managed a team responsible for key operational support functions including VVOEs, WVOEs, Loan Assignments, Loan Credit Auditing, NOI's, USDA Submissions, Payoffs, and effective communication of underwriting conditions to borrowers.In addition, I provided valuable individual contributions by managing our department's Escalations inbox, representing the department in regulatory government auditing, creating and training job aides, generating reports via Encompass and Power BI, and leading process improvement projects using Tableau, Power BI, Appian, and Encompass.

Charlotte, North Carolina, United States

As a Loan Processor, my main responsibility was to efficiently process loan applications and support documentation for mortgage loans. I meticulously reviewed loan applications, verified borrower information, and collected all necessary documentation, ensuring compliance with lending policies and regulations. I worked closely with loan officers, underwriters, and borrowers to ensure a seamless and timely loan approval process. My strong attention to detail, excellent organizational skills, and ability to thrive in a fast-paced environment were crucial for delivering exceptional results in this role.

Charlotte, North Carolina, United States