Lease Specialist: Front-End Deals & Documentation

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

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.