What are the responsibilities and job description for the Lease Specialist position at Insight Investments?
Responsibilities
Division
IFS
- 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
- 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
- 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
Division
IFS
