Lease Specialist

Insight Capital Solutions; Irvine (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Insight Investments, Corp is seeking a Leasing/Administrative Specialist to coordinate front-end deals with customers, vendors, and corporate teams. You will manage lease files, process documentation, and reconcile invoices while maintaining systems and codes for equipment.

The role requires 1–2 years in equipment leasing, strong MS Word/Excel skills, and familiarity with Lease Wave, SharePoint, and SSRS reports.

Qualifications

• 1-2 years equipment leasing experience.
• Moderate proficiency with MS Word and MS Excel.
• Familiarity with Lease Wave, SharePoint and SSRS Reports.
• 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.
• Have basic knowledge of fitness equipment.
• 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 such as filing, returning phone calls and emails, filing UCCs, troubleshooting

Skills

Communication skills

Time management

Attention to detail

Group communication

Education

Bachelor's degree or equivalent

Tools

Lease Wave

SharePoint

SSRS

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


• Have basic knowledge of fitness equipment


• 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.