Lease Specialist
About The Position
The Lease Specialist is responsible for structuring front-end deals, managing administrative requirements, and providing customer service to Insight's customers and vendors. This role involves working closely with sales, customers, and vendors to ensure accurate lease file maintenance, processing of documentation, and order placement. The specialist will also be responsible for invoice reconciliation, equipment entry into the leasing system, and processing documents for bank line advances and vendor payments. Additionally, the role requires following up on outstanding documentation, resolving issues, and maintaining internal logs.
Requirements
- 1-2 years equipment leasing experience
- Moderate proficiency with MS Word, MS Excel
- Ability to run financial calculations
- Strong verbal and written interpersonal and communication skills with the ability to provide superior customer service and maintain cooperative working relationships
- Appreciable organizational and time management skills with the ability to multi-task and work autonomously or with a team
- Meticulous attention to detail
- Ability to communicate effectively on a one-on-one basis or in group setting
- Capable of exercising strict confidentiality
- Excellent presentation skills during telephone calls and customer visits
- Must be comfortable working in a fast-paced environment, with the ability to manage and meet firm deadlines
Nice To Haves
- Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
Responsibilities
- Responsible for working directly with customers, vendors, and corporate employees to structure front-end deals to facilitate administrative requirements
- Engage with sales to ensure proper account management
- Create and maintain accurate and complete lease files
- Prepare and process lease documentation, understanding Insight’s contract terms and conditions
- Order placement with outside vendors and invoice reconciliation
- Have basic knowledge of fitness equipment
- Follow-up on outstanding documentation and negotiate closure
- Intervene, with assistance, to research and resolve customer and interdepartmental issues
- Responsible for providing customer service to Insight's customers and vendors
- Have a basic understanding of Insight Investments’ system applications
- Equipment entry into front-end leasing system
- Knowledge and understanding of Insight’s equipment coding matrix
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of the funds needed
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCC’s, trouble shooting
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
