Lease Specialist: Front-End Deal Architect & Customer Care

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

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.