Lease Specialist

Responsibilities

• Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
• Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
• Resolve customer inquiries on schedule, proposals, equipment lease base, contractual terms and conditions
• Intervene, with assistance, to research and resolve customer and interdepartmental issues
• Have a basic understanding of Insight Investments system applications, contractual terms and conditions
• Ensure that the customer understands their contractual obligations
• Responsible for providing customer service to Insight's customers and vendors
• Equipment entry into front-end leasing system
• Knowledge of Insight's equipment coding matrix
• Create and maintain accurate and complete lease files including documentation
• Order placement with outside vendors and invoice reconciliation
• Process documents for bank line advance and vendor payments
• Update internal logs regularly to keep track of needed funds
• Create accurate schedule documentation in accordance with lease structure and legal requirements
• Miscellaneous duties to include; filing, promptly returning phone calls and emails, like UCCs, trouble shooting
• Engage with sales to ensure proper account management

Qualifications / Education

• 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
• Bachelor's degree or equivalent work experience is preferred

Skills

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

Insight Capital Solutions 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.

Division

IFS