Lease Specialist

Insight Investments Corp•Irvine, CA

About The Position

The Lease Specialist works directly with customers, vendors, corporate employees, and sales to structure front-end deals, support account management, and fulfill administrative requirements. The role prepares and processes lease documentation, maintains accurate lease files, places orders with outside vendors, reconciles invoices, and follows up on outstanding documents to negotiate deal closure. The position also provides customer service and helps research and resolve customer and interdepartmental issues. It involves entering equipment into the front-end leasing system, applying knowledge of the equipment coding matrix and Insight’s contract terms, processing bank-line advance and vendor payment documents, and updating internal funding logs. Additional administrative duties include filing, returning calls and emails, filing UCCs, and troubleshooting.

Requirements

1–2 years of equipment leasing experience.
Moderate proficiency with MS Word and 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.
Organizational and time-management skills, with the ability to multitask and work autonomously or with a team.
Meticulous attention to detail.
Ability to communicate effectively one-on-one and in group settings.
Ability to exercise strict confidentiality.
Presentation skills for telephone calls and customer visits.
Comfort working in a fast-paced environment and ability to manage and meet firm deadlines.

Nice To Haves

Knowledge of Lease Wave, MS SharePoint, and SSRS Reports.
Bachelor’s degree or equivalent work experience is preferred.

Responsibilities

Work directly with customers, vendors, and corporate employees to structure front-end deals and 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.
Place orders with outside vendors and reconcile invoices.
Follow up on outstanding documentation and negotiate closure.
Research and resolve customer and interdepartmental issues, with assistance as needed.
Provide customer service to Insight’s customers and vendors.
Use a basic understanding of Insight Investments’ system applications.
Enter equipment into the front-end leasing system.
Apply knowledge of Insight’s equipment coding matrix.
Process documents for bank-line advances and vendor payments.
Regularly update internal logs to track funds needed.
Perform miscellaneous duties, including filing, promptly returning phone calls and emails, filing UCCs, and troubleshooting.