Insight Investments LLC Costa Mesa , CA 92626
Posted 3 weeks ago
Responsibilities
Point of Contact for Investors at End of Lease
Provide Investors with details of End of Lease sales, renewals and returns
Send out monthly reporting to investors with current status of leases past maturity
Process all End of Lease activity in LeaseWave and Great Plains, including sales, renewals, and returns
Bill payoffs on the system of record as well as ensure all necessary documents are properly filed
Process Dollar Buyouts and End of Lease asset drops (ie Upfront Sales Tax and other full payout assets)
Run monthly reports out of Leasewave and Great Plains for End of Lease team
Prepare Return Authorizations and confirm equipment is returned timely
Process third party inspection invoices, bill lessee's, send to Accounts Payable, coordinate with Cash and Accounting for repayment
Provide Back up to Senior End of Lease Specialist
Prepare and update Transaction Summaries
Review all End of Lease requests to ensure timely response
Prepare Proposals to Lessee's
Assist in the processing and documenting of lease renewals and amendments
Qualifications / Education
Preferred Education:
Bachelor's degree or Associates Degree - in a Business concentration or equivalent work experience preferred.
Preferred Prior Work Experience:
One to two years experience in an operational/accounting/reporting role.
Skills
Leasing documentation and/or operational experience
Strong accounting/reconciliation capabilities
Microsoft Office Suite, including Excel knowledge
Technical aptitude
Highly organized, strong attention to detail, resourcefulness
Strong analytical and problem solving abilities
Proven decision making skills
Professional demeanor/positive disposition
Clear verbal and written communication skills
Must be able to interact with all user levels and clients in both a verbal and written manner
Experience with reporting systems
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.
Division
Insight Material Handling
Insight Investments LLC