Lease Specialist

Insight Capital Solutions, LLC; Irvine (CA); On-site; USD 30,000 - 47,000; Full time

Job summary

Insight Investments, Corp in Irvine, CA is seeking a Lease Specialist to handle front-end leasing administration and customer/vendor coordination.

You will work with sales, maintain lease files, prepare documents, and process payments, with emphasis on accuracy and timeliness.

The role requires 1-2 years leasing experience and proficiency with MS Word/Excel; knowledge of Lease Wave and SharePoint is a plus.

Qualifications

• 1-2 years equipment leasing experience.
• Moderate proficiency with MS Word, MS Excel.
• Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus.
• Ability to run financial calculations.

Responsibilities

• Work directly with customers, vendors, and corporate employees to structure front-end deals to facilitate administrative requirements.
• Engage with sales to ensure proper account management.
• Create and maintain accurate and complete lease files.
• Prepare and process lease documentation, understanding Insight’s contract terms and conditions.
• Order placement with outside vendors and invoice reconciliation.
• Follow-up on outstanding documentation and negotiate closure.
• Intervene to research and resolve customer and interdepartmental issues.
• Provide customer service to Insight's customers and vendors.
• Have a basic understanding of Insight Investments’ system applications.
• Equipment entry into front-end leasing system.
• Knowledge and understanding of Insight’s equipment coding matrix.
• Process documents for bank line advance and vendor payments.
• Update internal logs regularly to keep track of the funds needed.
• Miscellaneous duties: filing, returning calls and emails, file UCCs, troubleshooting

Skills

Customer service

Organizational skills

Time management

Communication skills

Confidentiality

Education

Bachelor's degree or equivalent experience

Tools

MS Word

MS Excel

Lease Wave

MS SharePoint

SSRS Reports

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Lease Specialist

Leasing - Lease Administration Admin Professional Irvine, CA, US

3 days ago Requisition ID: 1009

Responsibilities:

• Responsible for working directly with customers, vendors, and corporate employees to structure front-end deals to facilitate administrative requirements
• Engage with sales to ensure proper account management
• Create and maintain accurate and complete lease files
• Prepare and process lease documentation, understanding Insight’s contract terms and conditions
• Order placement with outside vendors and invoice reconciliation
• Follow-up on outstanding documentation and negotiate closure
• Intervene, with assistance, to research and resolve customer and interdepartmental issues
• Responsible for providing customer service to Insight's customers and vendors
• Have a basic understanding of Insight Investments’ system applications
• Equipment entry into front-end leasing system
• Knowledge and understanding of Insight’s equipment coding matrix
• Process documents for bank line advance and vendor payments
• Update internal logs regularly to keep track of the funds needed
• Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCC’s, trouble shooting

Qualifications:

• 1-2 years equipment leasing experience
• Moderate proficiency with MS Word, MS Excel
• Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
• Ability to run financial calculations

Skills:

• Strong verbal and written interpersonal and communication skills with the ability to provide superior customer service and maintain cooperative working relationships
• Appreciable organizational and time management skills with the ability to multi-task and work autonomously or with a team
• Meticulous attention to detail
• Ability to communicate effectively on a one-on-one basis or in group setting
• Capable of exercising strict confidentiality
• Excellent presentation skills during telephone calls and customer visits
• Must be comfortable working in a fast-paced environment, with the ability to manage and meet firm deadlines

Education:

• Bachelors degree or equivalent work experience is preferred

Insight Investments, Corp 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.