Sr. Lease Specialist

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
• Manage a larger and more complicated account portfolio
• Create and maintain accurate and complete lease files
• Fluent in more complex lease structures
• Serve as a knowledgeable resource for the department
• Prepare and process lease documentation in accordance with lease structure, understanding Insight’s contract terms and conditions
• Independently research and resolve customer and interdepartmental issues
• 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
• Provide backup in preparing master lease agreements with related documents
• 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
• Strong problem-solving skills with the ability to make educated decisions
• Travel to offsite accounts with Sales to provide process related guidance
• Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCC’s, trouble shooting

Qualifications / Education

• Minimum 5 years’ equipment leasing experience
• Proficient with MS Word, MS Excel
• Knowledge of Lease Wave, MS SharePoint and SSRS Reports
• Ability to run complex financial calculations
• Bachelors degree or equivalent work experience is preferred

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

Insight Investments, LLC 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.

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