Responsibilities
- Create client folders with company nomenclature
- Customer setup in systems
- Audit of signed commitment letters and ancillary documents, ensuring compliance with business operation policies
- Prepare an internal memo for each lease schedule, documenting credit requirements and required follow-up items
- Update internal logs regularly to keep track of volume and deal flow timelines
- Purchase Order placement with vendor partners
- Prepare UCC filings
- Obtain and maintain active insurance certificates
- Initiate check requests where applicable and engage with Accounts Payable ensuring payment disbursement
- Have a basic understanding of Insight's system applications
- Assist the Lease Specialist with schedule documentation
- Assist the Lease Specialist with vendor onboarding including ACH detail
- Work on special projects as directed
- Miscellaneous duties to include: filing, promptly returning phone calls and emails, reconciliations
Qualifications / Education
- Moderate proficiency with MS Word, MS Excel
- Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus
- Minimum High School Graduate or Equivalent
Skills
- Strong attention to detail
- Strong verbal and written communication skills; 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
- Ability to exercise strict confidentiality
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
ICF