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Responsibilities

• Create client folders with company nomenclature
• Customer setup in systems
• Audit of signed commitment letters and ancillary documents, ensuring compliance with business operation policies
• Prepare an internal memo for each lease schedule, documenting credit requirements and required follow-up items
• Update internal logs regularly to keep track of volume and deal flow timelines
• Purchase Order placement with vendor partners
• Prepare UCC filings
• Obtain and maintain active insurance certificates
• Initiate check requests where applicable and engage with Accounts Payable ensuring payment disbursement
• Have a basic understanding of Insight’s system applications
• Assist the Lease Specialist with schedule documentation
• Assist the Lease Specialist with vendor onboarding including ACH detail
• Work on special projects as directed
• Miscellaneous duties to include: filing, promptly returning phone calls and emails, reconciliations

Requirements

• Moderate proficiency with MS Word, MS Excel
• Knowledge of Lease Wave, Share Point, and SSRS Reports is a plus
• Minimum High School Graduate or Equivalent

Skills

• Strong attention to detail
• Strong verbal and written communication skills; excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
• Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
• Ability to exercise strict confidentiality

Education Level

• Minimum High School Graduate or Equivalent

About the Company

• 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.

Equal Opportunity

• 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.