Lease Specialist

Insight Investments; Irvine (CA); On-site; USD 48,000 - 70,000; Full time

Job summary

Insight Investments in Irvine, CA is seeking a Leasing Administrator to work with customers, vendors and internal teams to structure front-end deals and manage administrative requirements.

You will create and maintain lease files, prepare documents, process payments, and handle account management with accuracy and confidentiality in a fast-paced environment. This role requires 1–2 years of equipment leasing experience and proficiency with MS Office and leasing software.

Qualifications

• 1–2 years equipment leasing experience.
• Moderate proficiency with MS Word and 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 and 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 contract terms and conditions.
• Order placement with outside vendors and invoice reconciliation.
• Follow-up on outstanding documentation and negotiate closure.
• Provide customer service to Insight's customers and vendors.
• Have a basic understanding of Insight Investments' system applications.
• Enter equipment into front-end leasing system.
• Process documents for bank line advance and vendor payments.
• Update internal logs regularly to track funds needed.
• Miscellaneous duties: filing, returning calls and emails, filing UCCs, troubleshooting.

Skills

MS Word

MS Excel

Lease Wave

MS SharePoint

SSRS Reports

Financial calculations

Customer service

Communication

Education

Bachelor's degree or equivalent

Job description

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.