Associate Lease Specialist ICF

Insight Investments Corp•Islandia, NY

10d•$26 - $31

About The Position

This role involves supporting lease specialists in various administrative and operational tasks. Key responsibilities include managing client documentation, system setups, auditing agreements, preparing internal memos, tracking deal flow, and ensuring compliance with company policies. The position requires a good understanding of internal systems and the ability to work both independently and as part of a team.

Requirements

Moderate proficiency with MS Word, MS Excel
Minimum High School Graduate or Equivalent
Strong attention to detail
Strong verbal and written communication skills; excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
Ability to exercise strict confidentiality

Nice To Haves

Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus

Responsibilities

Create client folders with company nomenclature
Customer setup in systems
Audit of signed commitment letters and ancillary documents, ensuring compliance with business operation policies
Prepare an internal memo for each lease schedule, documenting credit requirements and required follow-up items
Update internal logs regularly to keep track of volume and deal flow timelines
Purchase Order placement with vendor partners
Prepare UCC filings
Obtain and maintain active insurance certificates
Initiate check requests where applicable and engage with Accounts Payable ensuring payment disbursement
Have a basic understanding of Insight’s system applications
Assist the Lease Specialist with schedule documentation
Assist the Lease Specialist with vendor onboarding including ACH detail
Work on special projects as directed
Miscellaneous duties to include: filing, promptly returning phone calls and emails, reconciliations