Lease Specialist
Insight Investments, Scottsdale, AZ, United States
Responsibilities
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
Qualifications / Education
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
Skills
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 multitask 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 multitasking in a fast paced environment, with the ability to manage and meet firm deadlines
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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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
Qualifications / Education
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
Skills
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 multitask 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 multitasking in a fast paced environment, with the ability to manage and meet firm deadlines
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.
#J-18808-Ljbffr