Associate Lease Specialist ICF

Insight Investments; Village of Islandia (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

Insight Capital Solutions in the United States is seeking an organized administrative specialist to support lease lifecycle activities. You will create client folders, set up customers in systems, and assist the Lease Specialist with schedule documentation and vendor onboarding.

Responsibilities include audit of signed commitments, maintain logs, process PO requests, prepare UCC filings, and handle communications with accounts payable and insurance certificates.

Qualifications

• Moderate proficiency with MS Word and MS Excel.
• Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus.
• Minimum High School Graduate or Equivalent.

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

Skills

Attention to detail

Communication skills

Organization & time management

Confidentiality

Education

High School diploma 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.