Lease Specialist - Insight Capital Finance

Job Description

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