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Lease Specialist

Location
Irvine, CA, Irvine, CA, US
Workplace
On-site
Compensation
$30 – $37
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About this role

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

Insight Investments, Corp 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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