Associate Lease Specialist ICF
Required skills
- client folders
- customer setup
- commitment letters
- lease schedule
- credit requirements
- internal logs
- deal flow
- Purchase Order
- UCC filings
- insurance certificates
Nice to have
- Lease Wave
- SharePoint
- SSRS Reports
Role summary
Insight Capital Solutions is seeking an Associate Lease Specialist to manage client folders, customer setups, and audit commitment letters. Responsibilities include preparing internal memos, updating logs, placing purchase orders, preparing UCC filings, managing insurance certificates, and processing payments. The role requires proficiency in MS Word and Excel, with knowledge of Lease Wave, SharePoint, and SSRS Reports being a plus. Strong attention to detail, communication, organizational, and time management skills are essential, along with the ability to maintain confidentiality.
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
Qualifications / Education
- Moderate proficiency with MS Word, MS Excel
- Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus
- Minimum High School Graduate or Equivalent
Skills
- 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
Insight Capital Solutions 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.
