CAREERS - Lease Specialist (Temp-to-Hire)

Corporate Office - Costa Mesa
7:30am - 4:30pm M-F, and overtime as required.
  • Bachelors degree or equivalent work experience is preferred
  • Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
  • Notify customer of termination time frames, new processes, and new programs when required
  • Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
  • Resolution of customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditions
  • Independently intervene with accounting, trade departments and customers to research and resolve issues
  • Find solutions to answer customer inquiries by the 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 program
  • Create and maintain accurate and complete documentation and lease files to facilitate research and track the status of transactions
  • Order placement with outside vendors and invoice reconciliation to include: preparation of partial acceptances, and processing documents for bank line advance, and A/P use
  • Miscellaneous duties to include; filing, promptly returning phone calls, UCC filings, trouble shooting
  • Update internal logs regularly to keep track of needed funds
  • Prepare final docs after the schedule has closed
  • Ensure all invoices are in house and everything balances
  • Prepare multiple copies of the docs and send them to the Lessee, communicate to Funding and Billing Departments
  • 1-2 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
  • Moderate proficiency with MS Word, MS Excel
  • Knowledge of Lease Plus, Lease Sales Manager, and Crystal Reports would be a plus

For consideration, please click here to submit your resume or mail to HR, Insight Investments, 7th Floor, 611 Anton Blvd., Costa Mesa, CA 92626, or fax to (714) 939-8609.

We are an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, veteran status, or any other characteristic protected by law.