Insight Investments Corporate Office - Costa Mesa, CA

Asset Management Specialist

Job Locations US-CA-Costa Mesa | US-NM-Albuquerque
Job ID
Regular Full-Time


Come join the team of our fast growing multi-divisional customer centric organization.


Are you looking for a career where you can blend your finance experience with your interest in Information Technology hardware? Are you ready to engage your technical side with your financial acumen all while learning the IT leasing industry?


Becoming an Asset Management Specialist will lay the foundation for learning aspects of IT Hardware, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States?  You will interact extensively with internal departments inside of the company as well as large well known corporations who are our clients.


Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!

  • Responsible for managing customer’s End of Lease needs including, but not limited to, coordinating shipping, developing a process while adhering to Lessee’s contractual obligations, and assisting in resolving billing inquiries.
  • Work in tandem with 2nd Gear receiving department to ensure all off-lease returned equipment is recorded into appropriate system
  • Process all return reconciliations in leasing software system by the required monthly deadline.
  • Collaborate with Sales staff utilizing a holistic End of Lease approach to provide excellent customer service and ensure proper account management.
  • Create and distribute reports as they relate to all End of Lease activity for both internal and external customers.
  • Manage 3rd party vendor relationships to ensure high level of client satisfaction across all parties.
  • Generate chargeback statements for equipment returns that are not in compliance with lease return standards.
  • Assist in the execution of renewal/rewrite/buyout transactions.
  • Provide assistance and backup for Portfolio Analyst with renewal/rewrite/buyout proposals and quotes.
  • Provide assistance with Equipment Coding Reviews.

Qualifications / Education


  • 1-2 years of experience in Asset Management, Logistics, or Leasing
  • Must be a highly motivated individual with high level of initiative and an attitude of willingness
  • 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
  • Excellent analytical capacity and decision making abilities


  • High School Diploma or equivalent


  • Proficient with MS Word
  • Experience with IT hardware such as Storage Equipment, PC, Networking, and Video Conferencing a plus
  • Advanced MS Excel skills including vlookups, pivot tables and macros
  • Experience with Great Plains preferred
  • Knowledge of Lease Wave application a plus

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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