Lease Specialist

Insight Investments

United States, California, Irvine

Oct 21, 2026

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.