Lease Specialist

Insight Investments, Llc
  • Irvine, CA
    14 days ago

    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.

    Numbers & Facts

    LocationIrvine, CA

    Skills

    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Fitnessunmatched
    • Identify Issuesunmatched
    • Interpersonal Skillsunmatched
    • Microsoft Excelunmatched
    • Microsoft SharePointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Negotiation Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Reconciliationunmatched
    • Resolve Customer Issuesunmatched
    • SQL Server Reporting Services (SSRS)unmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Team Playerunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched
    • User Interface/Experience (UI/UX)unmatched
    • Writing Skillsunmatched

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