Jocelyn Boites

• ◆Managed regulatory and contractual oversight of 50+ dealerships across multiple states, ensuring compliance with Sales & Service Agreements and state-specific statutes.
• ◆Performed full contract lifecycle processing and documentation including amendments, renewals, ownership updates, and signage compliance, maintaining 98%+ accuracy.
• ◆Conducted financial due diligence reviews by analyzing dealer financial statements, records, and asset/revenue standings.
• ◆Monitored liquidity thresholds to identify potential financial risk exposure and escalated findings to legal and executives.
• ◆Co-led General Management database overhaul, improving ownership transparency and governance by 40%, strengthening operational legitimacy across dealership platforms.
• ◆Achieved 100% on-time completion rate under strict regulatory findings.
• ◆Supervised Junior Assistant Managers while performing high-volume operational documentation responsibilities in a resource-constrained environment.

• ◆Managed key accounts of multiple equipment dealers to streamline commercial SaaS lending processes within a fast-paced FinTech environment.
• ◆Oversaw software implementation processes: business risk assessment, application processing, proposal delivery, contract negotiation, and financial analysis/auditing.
• ◆Liaised with lender business representatives and attorneys to negotiate contracts and special assignments.
• ◆Partnered with top-tier leadership: CEO, CFO, Head of Production, Development Engineers, and Sales.
• ◆Conducted comprehensive audits of new accounts to ensure accuracy and completeness of business-related information.
• ◆Reduced contract cancellations by up to 45% through complex account and finance audits.
• ◆Negotiated complex claims and entry-level redlining with legal department, maintaining a 100% accuracy rate.
• ◆Demonstrated adaptability in negotiations, resulting in a 25% increase in resolutions.
• ◆Developed and enforced strict access controls to protect sensitive customer data, maintaining 98% incident-free record.
• ◆Trained team members on data privacy best practices.

• ◆Delivered comprehensive guidance on account opening procedures in collaboration with the Fraud Department.
• ◆Conducted monthly and quarterly audits of internal processes to ensure State/Federal regulatory adherence.
• ◆Drafted SARs in compliance with AML/BSA regulations.
• ◆Consistently met or exceeded goals for reducing profit losses, fraud, and documentation errors by 25%.
• ◆Reduced branch fraud incidents by up to 27% by identifying and resolving critical discrepancies in financial procedures.
• ◆Exceeded data security benchmarks, achieving 100% error-free record during entire tenure.

• ◆Oversaw consumer auto title operations and cultivated relationships with third-party vendors, customers, attorneys, and DMVs.
• ◆Collaborated with internal teams, achieving a 15% reduction in claims disputes and 88% insurance policy compliance rate.
• ◆Processed and resolved high-volume insurance and title claims, exceeding performance targets by 20%.
• ◆Decreased escalations by up to 35% through timely and professional client responses.
• ◆Negotiated settlements and resolved complex claim disputes, achieving 95% claimant satisfaction.
• ◆Developed a comprehensive compliance framework adhering to Federal and State regulations.
• ◆Streamlined claims processing using industry-specific tools, reducing turnaround times by 30%.
• ◆Achieved 98% accuracy rate in determining settlements through strong analytical assessment.

Bachelor of Arts in Business Management, Risk Management & Insurance

California State University, Fullerton

Units toward completion, expected May 2026

Associate of Arts

Fullerton College

Transfer Business Administration · Economics · Social Science · Science & Mathematics · 2019