Lease Specialist

Job 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