About The Position

This role is responsible for various administrative and operational tasks related to lease management. The Associate Lease Specialist will support the Lease Specialist in managing client accounts, ensuring compliance, processing documentation, and maintaining accurate records. The position requires strong organizational skills, attention to detail, 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
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