Responsibilities:
- Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
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Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
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Resolve customer inquiries on schedule, proposals, equipment lease base, contractual terms and conditions
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Intervene, with assistance, to research and resolve customer and interdepartmental issues
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Have a basic understanding of Insight Investments system applications, contractual terms and conditions
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Ensure that the customer understands their contractual obligations
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Responsible for providing customer service to Insight's customers and vendors
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Equipment entry into front-end leasing system
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Knowledge of Insight's equipment coding matrix
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Create and maintain accurate and complete lease files including documentation
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Order placement with outside vendors and invoice reconciliation
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Process documents for bank line advance and vendor payments
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Update internal logs regularly to keep track of needed funds
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Create accurate schedule documentation in accordance with lease structure and legal requirements
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Miscellaneous duties to include; filing, promptly returning phone calls and emails, like UCCs, trouble shooting
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Engage with sales to ensure proper account management
Qualifications / Education:
- 1-2 years equipment leasing experience
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Moderate proficiency with MS Word, MS Excel
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Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
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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
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Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
- Strong attention to detail
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Ability to communicate effectively on a one-on-one basis or in a group setting
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Ability to exercise strict confidentiality
- Excellent presentation skills during telephone calls and customer visits
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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
