Harbor Capital Leasing · 2 months ago
Lease Specialist
US-CA-Irvine
Full-time
Onsite
Entry Level
1+ years expHarbor Capital Leasing is a company specializing in equipment leasing, and they are seeking a Lease Specialist to manage customer interactions and ensure compliance with contractual obligations. The role involves customer service, documentation management, and collaboration with sales to facilitate leasing processes.
Financial Services
Responsibilities
Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
Resolve customer inquiries on schedule, proposals, equipment lease base, contractual terms and conditions
Intervene, with assistance, to research and resolve customer and interdepartmental issues
Have a basic understanding of Insight Investments system applications, contractual terms and conditions
Ensure that the customer understands their contractual obligations
Responsible for providing customer service to Insight's customers and vendors
Equipment entry into front-end leasing system
Knowledge of Insight's equipment coding matrix
Create and maintain accurate and complete lease files including documentation
Order placement with outside vendors and invoice reconciliation
Process documents for bank line advance and vendor payments
Update internal logs regularly to keep track of needed funds
Create accurate schedule documentation in accordance with lease structure and legal requirements
Miscellaneous duties to include; filing, promptly returning phone calls and emails, like UCCs, trouble shooting
Engage with sales to ensure proper account management
Qualification
Required
1-2 years equipment leasing experience
Moderate proficiency with MS Word, MS Excel
Ability to run financial calculations
Strong verbal and written communication skills; and 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
Strong attention to detail
Ability to communicate effectively on a one-on-one basis or in a group setting
Ability to exercise strict confidentiality
Excellent presentation skills during telephone calls and customer visits
Must be comfortable multi-tasking in a fast paced environment, with the ability to manage and meet firm deadlines
Preferred
Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
Bachelor's degree or equivalent work experience is preferred
Company
Harbor Capital Leasing
Harbor Capital is an independent equipment lessor providing equipment finance, asset management and portfolio servicing for the benefit of companies in the public and private sector.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase