Associate Lease Specialist - ICF

Insight Investments; New York (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

Insight Investments is seeking a detail-oriented individual for administrative responsibilities including customer setup, documentation audits, and internal memo preparation. The role requires proficiency in Microsoft applications, strong organizational skills, and a commitment to confidentiality.

Qualified candidates should have at least a high school diploma or equivalent and must exhibit excellent interpersonal skills and the ability to multi-task in a dynamic environment.

Qualifications

• Moderate proficiency with MS Word and MS Excel is required.
• Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus.
• Minimum qualification of a high school graduate or equivalent.

Responsibilities

• Create client folders with company nomenclature.
• Setup customers in systems and audit signed commitment letters.
• Prepare internal memos and update internal logs regularly.
• Manage Purchase Order placements with vendors.
• Prepare UCC filings and maintain active insurance certificates.
• Initiate check requests and engage with Accounts Payable.

Skills

Strong attention to detail

Strong verbal and written communication skills

Excellent interpersonal skills

Organizational and time management skills

Ability to exercise strict confidentiality

Education

Minimum High School Graduate or Equivalent

Tools

MS Word

MS Excel

Lease Wave

Share Point

SSRS Reports

Job description

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.