Insight Investments Corporate Office - Costa Mesa, CA

  • Sr. Lease Specialist

    Job Locations US-CA-Costa Mesa
    Job ID
    Regular Full-Time
  • 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 schedules, proposals, equipment lease base, contractual terms and conditions
    • Independently research and resolve customer and interdepartmental issues
    • Have a clear 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 and understanding 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
    • Manage a larger and more complicated account portfolio
    • Fluent in more complex lease structures
    • Assist with training of new hires
    • Prepare master lease agreements with related documents
    • Serve as a knowledgeable resource for the department
    • Strong problem solving skills with the ability to make educated decisions
    • Travel to offsite accounts with Sales in order to provide process related guidance
    • Miscellaneous duties to include; filing, promptly returning phone calls and emails, working knowledge of UCC requirements, trouble shooting
    • Engage with sales to ensure proper account management

    Qualifications / Education

    • Minimum 3 years equipment leasing experience
    • 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
    • Bachelors degree or equivalent work experience is preferred


    • Proficient with MS Word, MS Excel
    • Knowledge of Lease Plus, Lease Sales Manager, MS SharePoint Crystal Reports
    • Ability to run complex financial calculations



    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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