Lease Specialist

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 material handling and titled equipment (i.e. forklifts, loaders, trucks, trailers)
• Partner frequently with 3rd party titling and registration company
• Work with internal sales tax team to assist in managing tax handling of a lease
• Coordinate with funding department regarding lease syndications
• 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 and maintenance and return provisions
• 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

• Bachelors degree or equivalent work experience is preferred
• 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