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Senior Lease Specialist

📍 Chicago, IL 🕒
Work Model
📍 Chicago, IL
Employment
💼 Full-Time Direct
Recruitment Type
🛡️ Direct to HR Pipeline
🛡️
Human-Verified Opening: Inspected by Sarah Jenkins, CIPD • RemoteVault Editorial Team. Authenticated directly from Insight Financial Services's hiring pipeline • Zero recruiter markups or candidate fees. Verification Standards →

📋 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 Lease 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!

Responsibilities 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 Insight’s 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, trouble shootingEngage with sales to ensure proper account management

Qualifications / EducationMinimum of 5 years equipment leasing experienceProficient in MS Excel, MS Word, Lease Wave, MS SharePoint and SSRS ReportsIn-depth knowledge of Cooperative Purchasing Programs such as GSA, NASPO, CMAS, NY State, NCPA, Omnia Partners, Texas DIR, PEPPM and various State other Higher Education, K12, and Government Contracts a plusBachelor’s degree or equivalent work experience

SkillsExceptional interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse communityProven ability to resolve customer complaints and concernsKnowledge of contract documents and specificationsAbility to analyze and interpret financial data and prepare financial reports, statements and/or projectionsAbility to analyze and solve problemsKnowledge of procurement rules and regulations Ability to make administrative/procedural decisions and judgmentsStrong organizational skillCreative cost analysis skillsKnowledge of costing and pricing methodologySkill in the negotiation and establishment of contractual arrangements for goods and servicesKnowledge of contractor compliance issues and procedures, as applicable to a public institutionAbility to assess contract compliance and product/service quality 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

How do I apply for the Senior Lease Specialist position at Insight Financial Services?

Click the “Apply for this Position” button on this page to submit your application directly to Insight Financial Services without recruitment intermediary fees.

Is this position eligible for remote work or visa sponsorship?

This position is located in Chicago, IL with potential relocation and sponsorship assistance depending on candidate qualifications.

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