Lease & Sales Support Administrator

Industry Analysts, Inc.; Roseville, Northern (CA, KY); Hybrid; USD 48,000 - 70,000; Full time

Job summary

WiZiX Technology Group, Inc. in Roseville, CA seeks a Lease Administrator to manage lease documentation, funding packages, and communications with sales and leasing partners.

The role requires 2-3 years accounting/admin experience, strong attention to detail, and proficiency in Windows, Excel, and Word, with the ability to work independently or on a team.

You will handle invoicing, document reviews, funding packages, returns, LOIs, and reporting, supporting logistics and sales efforts.

Qualifications

• 2-3 years of accounting and/or administrative experience.
• Organizational skills and the ability to meet deadlines.
• Must communicate well with high attention to detail and problem-solving skills in a fast-paced environment.
• Must be proficient in Microsoft Windows, Excel, and Word.
• Excellent follow-through and solid tenure/work ethic.
• Capable of working independently as well as part of a team.
• Strong initiative and take pride in work.

Responsibilities

• Invoice all types of orders, leases, exchanges, loaners, rentals promptly and accurately.
• Review incoming sales documentation for accuracy and completeness.
• Enter credit applications and upload documents.
• Maintain Sales Orders workflow through Docuware.
• Review lease funding packages for signatures, payment/rate structures, equipment configuration, and credit approvals.
• Coordinate with leasing partners to clarify funding requirements and ensure timely funding.
• Provide lease buyout/upgrade/return information to Sales and customers.
• Act as liaison between Sales, Customer, and leasing company.
• Advise on missing Return Authorizations and LOIs for Leasing Company.
• Support Logistics team with lease return issues.
• Maintain Return Authorizations and LOIs for Leasing Company.
• Type Lease Documents, Schedule A, Addendums, and Funding Worksheets.
• Prepare/update daily sales reports and sales commissions.

Skills

Accounting

Administrative

Attention to detail

Excel

Word

Communication

Time management

Teamwork

Independence

Tools

Docuware

Job description

WiZiX Technology Group Roseville, California, United States

Do you like the versatility of juggling multiple tasks at once, being a resource for customers that have questions, and have an excellent work ethic? Multi-tasking is important to us, as well as attention to detail. If you have customer service experience, have a positive attitude, and enjoy working with people in a fast-paced environment, we want to talk to you!

Our fast-paced headquarters office is seeking a Lease Administrator in Roseville, CA. Our ideal candidate will be detail-oriented, have experience with problem-solving, and can meet urgent deadlines while maintaining accuracy.

As a Lease administrator, your responsibilities will include, but are not limited to:

• Invoice all types of equipment orders, cash sales, leases, exchanges, loaners, rentals in a timely and efficient manner
• Review incoming sales documentation for accuracy and completeness
• Credit application entry and document upload
• Maintain Sales Orders workflow through our Docuware program
• Review of lease funding packages to ensure valid signatures, payment/rate structures, equipment configuration and all credit approval requirements
• Work closely with the leasing partners to clarify funding requirements, build accurate funding packages, and ensure timely receipt of funding
• Provide Lease Buyout/Upgrade/Return information to Sales Personnel as well as all customers facing buyouts
• Act as a liaison between Sales Personnel, Customer, and leasing company
• Advise Sales Personnel on missing Return Authorizations and Letters of Intent for Leasing Company
• Support Logistics Team with lease return issues
• Maintaining All Return Authorizations and Letter of Intent for Leasing Company
• Type Lease Documents, Schedule A, Addendums, and Funding Worksheets
• Prepare and/or update the daily sales report
• Maintain and complete sales commissions
• Understanding of our different data bases and how to utilize them for your daily responsibilities

Skills Required:

• 2-3 years of accounting and/or administrative experience
• Organizational skills and the ability to meet deadlines
• Must be able to communicate well with high attention to detail, and problem-solving skills in a fast-paced environment
• Must be Microsoft Windows, Excel, Word, and spreadsheet proficient
• Excellent follow through skills
• Solid job tenure and work ethic
• Must be capable of working independently as well as part of the team
• Strong Initiative and take pride in work

At WiZiX Technology Group, we promote a culture of growth and believe that each employee can make a difference, no matter your role or level of experience.

Just as we aim to help our customers grow their businesses through technology, we offer our own employees growth opportunities to reach their career goals.

About WiZiX:

WiZiX Technology Group, Inc. is a leading provider of office equipment & technology solutions in California and Nevada.

WiZiX offers a wide range of products, including Copiers, Printers, Scanners, and other office equipment from top brands such as Kyocera, Toshiba, Ricoh, and Brother. WiZiX also provides VoIP Phone Systems, Managed Print Services, Document Management Systems, EV Charging Stations.

At WiZiX, our mission is to provide the highest level of customer service, support, and technology solutions to our clients, enabling them to focus on growing their business and achieving their goals without having to worry about their office technologies.

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