Insight Investments Corporate Office - Costa Mesa, Lease Specialist in Costa Mesa, California

  • 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

  • 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

  • Bachelors degree or equivalent work experience is preferred

  • Moderate proficiency with MS Word, MS Excel

  • Knowledge of Lease Plus, Lease Sales Manager, MS SharePoint Crystal Reports would be a plus

  • Ability to run financial calculations

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.

ID: 2018-1386

External Company URL:

Street: 611 Anton Blvd. Suite 700