Lease Specialist

Lease Specialist Insight Investments United States, California, Irvine May 29, 2026 Lease Specialist Job Locations US-Irvine Job

ID 2025-1770

Type Regular Full-Time Division IFS 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 schedule, 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, like UCCs, trouble shooting Engage with sales to ensure proper account management Qualifications / Education 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 Bachelor's degree or equivalent work experience is preferred Skills 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 a 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 Insight Capital Solutions 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. Division IFS Connect With Us! Not ready to apply? Connect with us for general consideration and updates on future opportunities.