Responsibilities:
- Responsible for working directly with customers, vendors, and corporate employees to structure front-end deals to facilitate administrative requirements
- Engage with sales to ensure proper account management
- Create and maintain accurate and complete lease files
- Prepare and process lease documentation, understanding Insight's contract terms and conditions
- Order placement with outside vendors and invoice reconciliation
- Follow-up on outstanding documentation and negotiate closure
- Intervene, with assistance, to research and resolve customer and interdepartmental issues
- Responsible for providing customer service to Insight's customers and vendors
- Have a basic understanding of Insight Investments' system applications
- Equipment entry into front-end leasing system
- Knowledge and understanding of Insight's equipment coding matrix
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of the funds needed
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCC's, trouble shooting
Qualifications:
- 1-2 years equipment leasing experience
- Moderate proficiency with MS Word, MS Excel
- Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
- Ability to run financial calculations
Skills:
- Strong verbal and written interpersonal and communication skills with the ability to provide superior customer service and maintain cooperative working relationships
- Appreciable organizational and time management skills with the ability to multi-task and work autonomously or with a team
- Meticulous attention to detail
- Ability to communicate effectively on a one-on-one basis or in group setting
- Capable of exercising strict confidentiality
- Excellent presentation skills during telephone calls and customer visits
- Must be comfortable working in a fast-paced environment, with the ability to manage and meet firm deadlines
Education:
- Bachelors degree or equivalent work experience is preferred
Insight Investments, Corp 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.