ROBERT LEE

PRINCIPAL EXPERIENCE STRATEGIST | DIGITAL PRODUCT ARCHITECT | DESIGN LEAD

Executive Summary

Visionary Experience Strategist and Digital Product Architect with over 25+ years of expertise shaping complex enterprise ecosystems, digital transformation initiatives, and highly regulated software architectures. Proven track record leading cross-functional teams across top-tier consultancies, Fortune 500 accounts, and major fintech platforms. Exceptional at bridging business goals with human-centered intent, establishing strategic guardrails for modern Agentic SDLC frameworks, leveraging advanced human-AI prompt engineering (Gemini, Claude, ChatGPT) to accelerate prototyping and research pipelines, and directing high-performance agile teams to scale consistent, high-impact digital products.

Core Competencies

• Experience Strategy & Curation: Translating overarching business paradigms, high-complexity systems logic, and target data metrics into intuitive, impactful user journeys.
• Product Architecture & Leadership: Setting product vision, defining structural guidelines, writing rigorous requirements/acceptance criteria, and governing product lifecycle from discovery through validation.
• Agentic SDLC Oversight: Pioneering the strategy, guardrails, and human oversight required to govern automated development models and AI-driven workflow transformation.
• High-Complexity Domains: Over a decade managing enterprise frameworks, integrations, and point-of-sale systems within the highly regulated mortgage and finance technologies sectors.

Qualifications

• 25+ years in Product Design, Digital Optimization & Creative Direction
• 15+ years in User Experience Strategy & Product Architecture
• 10+ years in Enterprise Project Leadership & Cross-Functional Governance
• Expertise in Agile/Scrum Methodologies, Salesforce Environments & API Integrations
• Professional Certification in User Experience and Usability

Employment History

CI&T (formerly Ntersol) | Principal Product Designer / Product Design Expert

Full-time (Sep 2022 - June 2026) | Irvine, CA (Remote)

CI&T is a global digital transformation consultancy accelerating business impact through advanced technology implementation and Agentic SDLC adaptation.

Served as a Principal Consultant advising corporate clients on UX architecture and experience strategy, directing design teams while conducting rigorous systems analysis, gap analysis, and process flow mapping. Collaborated across cross-functional engineering, product, and business units to successfully deliver sophisticated consumer and employee-facing software solutions.

• Strategic Governance: Formulate digital strategies that bridge business KPIs with elegant system design, ensuring automated outputs align strictly with brand values and customer trust.
• Enterprise Product Delivery: Directed comprehensive design initiatives, cross-functional scrums, and multi-tiered design systems across large scale fintech accounts for key clients, including Zillow, CMG Financial, Sensormatic, and Guild Mortgage. Guided structural features for major point-of-sale platforms, consumer mortgage portals, and real estate lead networking applications.
• Integration Architecture: Coordinated complex Salesforce and loan origination system (LOS) data sync structures, mapping high-priority task flows and dashboard layouts for end-user optimization.
• Strategic Growth & Internal Optimization: Spearheaded technical UX discovery and concept wireframing for high-value RFP responses to secure new business pipelines. Proactively maintained and optimized frontend features for the core ciandt.com corporate web presence during operational downtime.

Cloudvirga (Stewart Title Company) | Director of Product Design

Full-time (Feb 2019 - Sept 2022) | Irvine, CA

Cloudvirga is a leading enterprise digital mortgage technology and workflow automation software provider, operating as a wholly owned subsidiary of Stewart Information Services Corporation (NYSE: STC).

Oversaw the enterprise UI/UX architecture for Cloudvirga’s mortgage point of sale (POS) systems. Coordinate with mortgage/banking companies to enhance POS features and functionality. Created clickable protoypes and produced business requirements for product releases.

• Consumer Point of Sale (cPOS): Spearheaded the mobile-first redesign of a massive white-label digital application platform integrated with third-party asset, credit, and income verification services. Maintained strict ADA/WCAG compliance. Achieved a 9.12 average NPS score across 140,000+ submitted loan applications in a single year.
• Third-Party Originator (TPO) Platform: Concepted, strategized, and delivered a comprehensive wholesale loan platform comprising over 200+ advanced features, empowering mortgage lenders to seamlessly scale and capture competitive market sectors.
• Originator Point of Sale (oPOS) & Portals: Engineered powerful software tools built on Encompass (LOS) and ResWare architectures to automate pricing, disclosure generation, underwriting, and secure consumer document upload/E-signing workflows. Both platforms engineered to be completely URLA compliant.
• Post-Acquisition Integration Architecture: Architected a dedicated post-funding portal for parent enterprise Stewart Title to eliminate post-close data fragmentation. Designed custom workflows to seamlessly ingest disparate lender-passed data while dynamically capturing missing borrower compliance details required for title clearance.
• Strategic Client Relations: Partnered with executive stakeholders at Tier-1 banking and mortgage operations, including Freedom Mortgage, Finance of America, Citizens Bank, and Fairway Independent Mortgage.

loanDepot & mellohome | Director of UX

Permanent Full-time (June 2016 - Jan 2019) | Irvine, CA

loanDepot is a publicly traded (NYSE: LDI), premier national non-bank consumer lender and fintech enterprise.

Orchestrated the end-to-end digital product architecture and cross-brand UX strategy to seamlessly unify multi-channel consumer lead pipelines, custom Salesforce CRM routing, and concierge-driven real estate ecosystems into a high-conversion lending funnel.

• mellohome Affiliate Launch: Coordinated the product strategy, system architecture, and product launch for mellohome's initial web platform and mobile apps (iOS/Android). Built a seamless referral system bridging homebuyers, concierges, and real estate professionals.
• mello CRM Ecosystem: Designed a unified, custom Salesforce enterprise solution to coordinate lead-to-transaction pipelines across separate business lines, using automated routing and SMS notification protocols.
• Digital Mortgage Infrastructure: Orchestrated mobile-responsive digital loan acquisition workflows featuring API integrations for automated employment, credit, and financial asset authentication.
• Secure Consumer Portal: Redesigned and engineered responsive document management frameworks to facilitate streamlined disclosure distribution, asset uploading, and secure e-signing via Docutech.
• Global Authentication Architecture: Unified 4 disparate standalone legacy systems into a singular, cohesive central dashboard (myloandepot.com), drastically reducing user friction across multiple acquired brands.

Perficient Inc. | Business Lead Consultant (UX Architect / Interaction Designer)

Permanent Full-time (May 2011 - June 2016) | Irvine, CA

Perficient is a premier global digital transformation consultancy delivering custom enterprise software, experience strategy, and cloud solutions to Fortune 500 brands.

Served as a lead cross-industry consultant, architecting high-complexity digital ecosystems and interactive frameworks for high-profile corporate accounts. Spearheaded technical discovery, system mapping, and interface design to translate complex business requirements into intuitive consumer and enterprise solutions.

• Strategic Consulting: Partnered with C-suite stakeholders across Fortune 500 corporations to deliver comprehensive digital strategies, system optimization blueprints, and user-centered design solutions.
• Deep Research & IA: Executed robust discovery frameworks, competitive analysis, metric auditing, customer journey mapping, and complex information architecture (sitemaps, interaction states, responsive layout wireframes).
• Platform Architectures: Collaborated across specialized technology business units to deploy optimized solutions integrated with major content management, ecommerce, and ERP ecosystems including Adobe Experience Manager (AEM), Salesforce, SharePoint, Sitecore, and IBM WebSphere.
• Industries Served: Directed successful experience initiatives across diverse enterprise verticals, including Automotive (Toyota, Honda), Healthcare (Cedars-Sinai, DaVita, Cardinal Health), Financial/Insurance (Union Bank, Capital Group, AAA), Technology (Intel, Symantec, Western Digital), and Retail/B2B (Herman Miller, Carhartt, Fossil) Film & Media: (NBC Universal, 20th Century Fox)

RealtyTrac | Senior Interaction Designer

Permanent Full-time (Mar 2009 - Apr 2011) | Irvine, CA

Led strategic redesign initiatives for high-traffic real estate data subscription platforms. Conducted user validation testing, high-fidelity UI prototyping, optimization of core onboarding funnels, search indexing tools, and consumer billing layouts.

Toshiba America Information Systems | Front-End Developer

Full-time Consultant (Jun 2008 - Jan 2009) | Irvine, CA

Headed the holistic information architecture, site mapping, structural wireframing, and interactive development for major customer-facing technical support and corporate electronic ecosystem interfaces.

Skills & Expertise

Experience Strategy & Interaction Design

• Product Strategy & Ideation: Vision Alignment, Cross-Functional Scrums, Systems Thinking, Blueprinting, Requirements Definition.
• Information Architecture (IA): Strategic Sitemapping, Navigation Models, Complex Task/Process Flow, Taxonomy, Structural Optimization.
• Interaction & Interface Design: Core Guardrail Definition, Strategic System Curation, Advanced Web Form Design, Wireframe Specification.
• Prototyping Frameworks: High-Fidelity Responsive HTML/CSS Systems, Figma (including Figma Make AI workflow acceleration), Sketch, Adobe CC, Axure Pro.

UX Research & Governance

• Systems Evaluation: Heuristic Auditing, Benchmarking, Gap Analysis, Metric-Driven Optimization, Analytics Evaluation (Google Analytics, Mixpanel).
• Compliance & Accessibility: Section 508, ADA Compliance, WCAG (Level AA Frameworks), Digital Inclusion Strategy.
• User Validation: Persona Modeling, User-Centered Discovery, Stakeholder Workshops, Continuous Product Iteration.

Technical Context & Management

• Human-AI Augmentation & Prompt Engineering: Advanced orchestrations utilizing generative AI frameworks (Gemini, Claude, ChatGPT) and intelligent design toolsets (Figma Make) for rapid functional prototyping, automated UX discovery pipelines, and deep horizontal industry research via NotebookLM architectures.
• Methodologies: Agile/Scrum Frameworks, Product Life Cycle Governance, Agentic SDLC Structural Design.
• Platform Familiarity: Enterprise CMS Integration (AEM, SharePoint, WordPress), Salesforce, Enterprise LOS (Encompass, ResWare).
• Tracking & Collaboration: JIRA, Azure DevOps (ADO), Confluence, Slack, Teams.

Education and Training

• Certificate in User Experience and Usability (California State University, Fullerton - 2011)
• Certificate of Completion in Agile/Scrum (Davisbase Agile Bootcamp - 2010)
• Certificate in Web Development (California State University, Long Beach - 2003)
• Bachelors Degree in Art - Illustration/Design (California State University, Long Beach - 2000)

Awards & Recognitions

• Cloudvirga - Level AA Digital Accessibility/ADA Compliance Certification - 2019
• Perficient Irvine Business Unit Award - Atlas Award for Excellence - 2015
• Perficient XD-Agency Award - Helping Hand Leadership Award - 2014
• Ameriquest Corporate Recognition - Best Product Branding - 2006
• OCTA Recognition - Best Public Transportation Infrastructure System - 2005
• 29th Annual PROTOS Award - Outstanding Marketing Campaign - 2004