Lease Specialist
On-siteIrvine, California, United States
Job Summary
Structure front-end deals with customers, vendors, and corporate employees to facilitate administrative requirements. Create and maintain accurate lease files while preparing documentation that adheres to Insight's contract terms. Order placement with outside vendors, reconcile invoices, and coordinate with the funding department regarding lease syndications. Process documents for bank line advances and vendor payments, updating internal logs to track funds. Manage tax handling with the internal sales tax team and partner with third-party titling and registration companies. Enter equipment into the front-end leasing system using the equipment coding matrix and maintenance provisions. Perform miscellaneous duties including filing, phone triage, UCC filings, and troubleshooting.
Required Qualifications
- 1-2 years equipment leasing experience
- Ability to run financial calculations
- Must be comfortable working in a fast-paced environment, with the ability to manage and meet firm deadlines
- Capable of exercising strict confidentiality
- Excellent presentation skills during telephone calls and customer visits
- 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
Desired Qualifications
- Bachelors degree or equivalent work experience is preferred
- Moderate proficiency with MS Word, MS Excel
- Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
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