Lease Specialist

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

• 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 

Qualifications:

• 1-2 years equipment leasing experience 
• Moderate proficiency with MS Word, MS Excel 
• Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
• Ability to run financial calculations

Skills:

• 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

Education:

• Bachelors degree or equivalent work experience is preferred

Insight Investments, Corp is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.