Insight Investments Corporate Office - Costa Mesa, CA

Lease Specialist

Job Locations US-CA-Costa Mesa | US-CO-Littleton | US-AZ-Scottsdale
Job ID
Regular Full-Time


  • 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
  • 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, file UCCs, trouble shooting
  • Engage with sales to ensure proper account management

Qualifications / Education

  • 1-2 years equipment leasing experience
  • Moderate proficiency with MS Excel, MS Word
  • Knowledge of Lease Wave, MS SharePoint and SSRS Reports a plus
  • 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 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 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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