Lease Operations Associate — Detail-Driven & Organized

Insight Capital Solutions; Village of Islandia (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

Insight Capital Solutions in Islandia, NY seeks an organized administrative specialist to support lease operations and vendor administration. You will prepare client folders, handle customer setup in systems, and audit commitment letters to ensure policy compliance.

In this role you will maintain internal logs, prepare memos for lease schedules, manage payment requests with accounts payable, and assist the Lease Specialist with onboarding and documentation.

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

Organizational skills

Confidentiality

Education

High School Diploma or Equivalent

Tools

Lease Wave

SharePoint

SSRS Reports

Job description

Insight Capital Solutions in Islandia, NY seeks an organized administrative specialist to support lease operations and vendor administration. You will prepare client folders, handle customer setup in systems, and audit commitment letters to ensure policy compliance.

In this role you will maintain internal logs, prepare memos for lease schedules, manage payment requests with accounts payable, and assist the Lease Specialist with onboarding and documentation.