Insight Investments Corporate Office - Costa Mesa, CA

Lease Coordinator

US-CA-Costa Mesa
Job ID
Regular Full-Time


  • Intervene, with assistance, to research and resolve customer and interdepartmental issues
  • Have a basic understanding of Insight Investments system applications, contractual terms and conditions
  • 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
  • Ensure Insight requirements and policies are met
  • Create and maintain accurate and complete lease files including documentation
  • Prepare all necessary tasks in internal system for billing and revenue purposes
  • Update internal logs regularly to keep track of needed funds
  • Acquire evidence of insurance and ensure insurance requirements are met
  • Prepare closing documentation to meet lender requirements and obtain appropriate signatures
  • Set appropriate timeline and rates for funding and act as the main point of contact with lenders
  • Fund Lease Transactions with approved lender in accordance with established guidelines
  • Miscellaneous duties to include; filing, scanning, promptly returning phone calls and emails, file UCCs, trouble shooting, etc.

Qualifications / Education

  • 2 - 5 years equipment leasing experience
  • Moderate proficiency with MS Word, MS Excel, Outlook
  • Knowledge of Lease Wave, MS Sharepoint and SSRS Reports would be a plus
  • Ability to run financial calculations
  • Knowledge of T-Value (Amortization Software)
  • Well versed in CSC Service Company Online - UCC Filing software
  • Bachelor’s degree or equivalent work experience is required


  • 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 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


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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