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yogi_pachar

Yogi Pachar

@yogi_pachar

AI Automation and Business Systems Specialist : CRM, APIs and AI Agents

Australia
English, Hindi
About me
I build practical AI-powered business systems that reduce manual work, improve follow-up and turn fragmented processes into reliable workflows. I can help with AI automation, CRM and lead-management systems, AI agents, API integrations, Google Sheets and Excel systems, KPI dashboards, automated reporting and AI-powered workflows. My background includes extensive experience in banking and finance, where accuracy, risk controls, documentation, customer management and reliable processes matter. I design, test and document systems carefully, then hand over something you can actually operate.... Read more

Skills

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yogi_pachar
Yogi Pachar
Offline • 
Average response time: 1 hour

See my services

AI Integrations
I will build ai automation and ai agents for your business
From$295 / projectMore details
Automations
I will build automated google sheets business operations systems
From$450 / projectMore details

Portfolio

Work experience

Bank

Lending Specialist

Bank

Apr 2014 - Sep 2026 • 12 yrs 5 mos

Managed the end-to-end lending process, from initial customer application through credit assessment, approval, documentation and settlement. Worked extensively with loan origination systems, automated credit decisioning platforms and structured operational workflows. Conducted detailed financial, documentation and risk assessments while maintaining strict regulatory and internal compliance requirements. Coordinated with credit, settlement and internal teams to progress applications efficiently and deliver strong customer outcomes. Built deep practical experience in process management, structured decision-making, customer lifecycle management, risk controls and working within complex technology-enabled business operations.