Jocelyn Boites Email & Phone Number

Evaluating Dealers’ performance and compliance with performance management program specifications. Preparing reports based on holistic audits of package submission for executive review. Adherence to strict state statues, guidelines, projects, and legal discrepancies.

• While serving as Finance & Credit Transaction Coordinator for Trnsact, my day-to-day responsibilities were the following: Overseeing key accounts of multiple equipment dealers to streamline commercial SaaS products'.
• Reduced up to 45% contract cancellations by conducting complex account and finance audits.
• Cultivated clients' trust and ensured up to 90% customer retention by delivering high-quality services.
• Delivered exceptional services across 10 high-performing banks, including Hamni, Alliance, and Amur.
• Slashed up to 50% time for credit approval / decline by determining prospective requirements while leveraging Excel.
• Enhanced member experience by aligning lending and account decisions with risk strategies / operational efficiencies.

Yorba Linda, California, United States

• Financial Service Representative II, I was accountable for: Providing comprehensive guidance on accounts opening procedures to current and prospective clients while collaborating with Fraud Department; performing.
• Achieved over 90% customer satisfaction rate by addressing and resolving client complaints in timely / professional manner.
• Championed Rookie of Year award by delivering comprehensive compliance awareness and passing all internal audits.
• Ensured up to 100% accuracy and completeness of Suspicious Activity Reports by conducting comprehensive analysis.
• Upskilled staff members by delivering insights into regulatory standards, including FCRA, SCRA, Reg Z, UDAAP, and BSA / AML.
• Reduced up to 27% fraud incidents of branch by identifying, prioritizing, and resolving critical discrepancies in financial

Irvine, California, United States

• While serving as Operations Processor III / Assistant, I was responsible for: Administering consumer auto title operations alongside counterpart to cultivate and sustain strong relationships with third-party vendors.
• Outperformed peer bankers by 50% and achieved highest recovery of fake IDs across District in 2014.
• Decreased escalations up to 10% by responding to clients' concerns in timely /and professional manner.
• Minimized up to 3% department's losses by ensuring flawless delivery of lien-free titles after loan completion.
• Reduced fraud cases from 22% to 15% across District by utilizing effective KYC inquiry techniques and identifying risk factors.
• Achieved perfect audit score of 100% by conducting evaluation of multiple tests and internal procedures; maintained up to 97% passing rate of all internal audits from 2014 to 2016 and secured top-tier positions of.

Fullerton, California, United States

• For Wells Fargo Bank NA, I served as Personal Banker and was accountable for: Overseeing business and personal accounts of key customers to ensure accuracy and completeness of information; managing multiple cash.
• Ensured customer satisfaction by promptly addressing and resolving client complaints.
• Maintained up to 100% error-free rate in all documentation for five consecutive quarters.
• Championed top-tier position across region; received 20+ awards, including President's Award and top operations / risk-based recognitions by delivering excellent services.

Bachelor Of Business Administration - Bba, Business Administration, Management And Operations

Perusing my education, Spring 2024.

Associate Of Arts - Aa, Mathematics

Associate Of Arts - Aa, Social Sciences

Associate Of Arts And Sciences - Aas, Business Administration And Management, General

Associate Of Arts - Aa, Economics