Contract Specialist
π Role Overview & Responsibilities
Come join the team of our fast growing multi-divisional customer centric organization. Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer? Becoming a Contract Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States? You will interact extensively with internal departments inside of the company as well as large well known corporations who are our partners. Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you! Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closureContact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirementsResolve customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditionsIntervene, with assistance, to research and resolve customer and interdepartmental issuesHave a basic understanding of Insight Investments system applications, contractual terms and conditionsEnsure that the customer understands their contractual obligationsResponsible for providing customer service to Insight's customers and vendorsEquipment entry into front-end leasing systemKnowledge of Insightβs equipment coding matrixCreate and maintain accurate and complete lease files including documentationOrder placement with outside vendors and invoice reconciliationProcess documents for bank line advance and vendor paymentsUpdate internal logs regularly to keep track of needed fundsCreate accurate schedule documentation in accordance with lease structure and legal requirementsMiscellaneous duties to include; filing, promptly returning phone calls and emails, file UCCs, trouble shootingEngage with sales to ensure proper account management
Qualifications / Education1-2 years equipment leasing experienceModerate proficiency with MS Excel, MS WordKnowledge of Lease Wave, MS SharePoint and SSRS Reports a plusBachelors degree or equivalent work experience is preferred
SkillsStrong verbal and written communication skills and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationshipsStrong organizational and time management skills with the ability to multi-task and work autonomously or with a teamStrong attention to detailAbility to exercise strict confidentialityExcellent presentation skills during telephone calls and customer visitsMust be comfortable multi-tasking in a fast-paced environment, with the ability to manage and meet firm deadlines
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.
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? βΌ
This position is located in Costa Mesa, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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