Insight Investments Corporate Office - Costa Mesa, CA

Funding Administrator

US-CA-Costa Mesa
Job ID
Temp to Hire


  • Prepare internal spreadsheets outlining specifics of any transaction that is to be discounted
  • Audit internal files, including but not limited to documentation, evidence of payment, proof of ownership, etc.,
  • Verify and compare all pertinent lease information in company software program
  • Prepare necessary UCC filings to meet legal and Article 9 requirements
  • Responsible for creating all closing documentation on schedules to be funded with bank partners.
  • Organize and prepare funding packages in accordance with lender requirements
  • Post close, track and follow up on all outstanding items such as waivers, additional documentation, state filed backup, etc.
  • Perform all post close action items in Insight applications software
  • Review and audit all paper to be placed on warehouse line
  • Responsible for entering of data into warehouse line borrowing base and ensure all requirements are upheld and met
  • Act as the main interface with bank line institution
  • Have a basic understanding of Insight Investments system applications, contractual terms and conditions
  • Update internal logs regularly
  • Act as the enforcer of insurance requirements and record keeper of all evidence of insurance certificates
  • Create weekly reports for upper and executive management
  • Miscellaneous duties to include; filing, promptly returning phone calls and emails, scanning, trouble shooting

Qualifications / Education

  • 1-2 years equipment leasing experience
  • Strong proficiency with MS Word, MS Excel
  • Knowledge of Lease Wave, SSRS /Reports, CSC UCC Filing software; and T-Value (Amortization Software)
  • Bachelors 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 to our lenders 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
  • 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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