Insight Investments Corporate Office - Costa Mesa, CA

Associate Lease Specialist

Job Locations US-CA-Costa Mesa
Job ID
Regular Full-Time
Insight Investments


  • Ensure completion of equipment data entry
  • Serve as a resource through knowledge and understanding of Insight’s equipment coding matrix
  • Process documents for the bank line advance and vendor payments
  • Create credit submittals and obtain internal pricing approvals to open schedules
  • Place vendor purchase orders
  • Reconciliation of vendor invoices
  • Create accurate schedule documentation on behalf of Lease Specialist
  • Engage and follow-up with customers on behalf of Lease Specialist
  • Prepare necessary UCC filings
  • Process lease renewals
  • Update internal logs to keep track of needed funds
  • Perform final schedule audit i.e. check copies, filing, etc.
  • Work on special projects and miscellaneous duties as directed

Qualifications / Education

  • Moderate proficiency with MS Word, MS Excel
  • Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus
  • Minimum High School Graduate or Equivalent


  • Strong attention to detail
  • Strong verbal and written communication skills; 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
  • Ability to exercise strict confidentiality

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.


Insight Investments


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