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

Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?

Becoming a Lease Specialist will lay the foundation for learning aspects of IT and Hardware Assets, 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 partners.

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!

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

• Minimum of 5 years equipment leasing experience
• Proficient in MS Excel, MS Word, Lease Wave, MS SharePoint and SSRS Reports
• In-depth knowledge of Cooperative Purchasing Programs such as GSA, NASPO, CMAS, NY State, NCPA, Omnia Partners, Texas DIR, PEPPM and various State other Higher Education, K12, and Government Contracts a plus
• Bachelor’s degree or equivalent work experience

• Exceptional interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
• Proven ability to resolve customer complaints and concerns
• Knowledge of contract documents and specifications
• Ability to analyze and interpret financial data and prepare financial reports, statements and/or projections
• Ability to analyze and solve problems
• Knowledge of procurement rules and regulations
•  Ability to make administrative/procedural decisions and judgments
• Strong organizational skill
• Creative cost analysis skills
• Knowledge of costing and pricing methodology
• Skill in the negotiation and establishment of contractual arrangements for goods and services
• Knowledge of contractor compliance issues and procedures, as applicable to a public institution
• Ability to assess contract compliance and product/service quality

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.