Rohan Jasani

Building the AI operations layer for a Vancouver mortgage brokerage. Designing and deploying automations that replace manual workflows across client communications, document processing, and meeting management. Working with Anthropic API to integrating tools like Zoho CRM, Fathom, and Asana to build event-driven systems that give a small team the leverage of a much larger one.

• Facilitated the new GS client onboarding process by screening the provided documentation and helped update and maintain client data on existing accounts. • Flagged clients with false data entry, insufficient data and/or criminal activity to ensure compliance with current SEC guidelines. • Studied all the necessary Client Identification Program (CIP) policies involving country specific requirements and translated this knowledge to quickly flag outdated or invalid documentation. • Routinely reached out to different departments to compile various essential account opening documents and effectively served as a liaison with Private Wealth Management (PWM) Sales teams. • Organized and digitized essential documents and ensured professional and prompt delivery of account opening documents to our clients.

• Web-scrapped movie trailer data using Python scripts that leveraged YouTube API and compiled a raw database for movie sales and trailer viewership for the organization. • Visualized and analyzed data and trends for movie sales and trailer viewership for the past 3 years on MS Excel. • Communicated and presented insights to the Project Manager and reported no co-correlation between YouTube viewership and US theatre sales data. This let our project manager conclude that their sales cannot be predicted based on YouTube viewership of movie trailers.

• Provided friendly service to customers and handled payment transactions. • Performed various routine checks for stocks and helped manage inventory by restocking supplies. • Effectively addressed health concerns of customers by redirecting them to appropriate resources.

Entrepreneurship Minor Innovation Scholar