Leasing specialistInsight Enterprises

Requisition Number: 89341
Position Overview
This position partakes in the operational and inside sales functions of Insight Global Finance. The primary objective of this position is to make certain all lease transactions are processed in an efficient and expedient manner with a focus on assisting sales representatives.
What you'll do at Insight
Constant email and phone interaction with underwriters, sales representatives and customers.
Account/Client Relationship:
Create and negotiate program agreements (Some Ops feedback necessary)
Negotiate contracts
Build/maintain/manage relationships w/banks, clients, reps
Track fees
Track all volume levels to monitor fee bonus payments
Lease Opportunity:
Quote leasing payments
Submit for Credit Approval
Follow for financials/tax returns/necessary documentation for approval
Document Preparation:
Fraud Checks
Secretary of State checks
Address verification
Managing soft cost balance and requesting excess soft cost approvals
Researching and approving 3rd party vendors
Researching and requesting rate concessions
Document Packaging:
Create documents
Prepare addendums
Verify and create waivers
Create Schedule A's
Send documents to clients/reps
Working with banks and creating co-term schedules
Obtaining EIN's, PG info/DL copies when needed
Obtaining/forwarding/having applied customer exempt documentation
Order Prep/Shipment:
Receive documents/check for accuracy and title
Submit for PO/LAO/VAO
Convert quotes
Submit Rebills
Approve Rebills
Work with Tax
Submit to credit for release
Work with 3rd party vendors for client equipment deliveries
Managing assists - returns to release replacement orders
Funding Package:
Check invoices
Create funding package
Prepare, send and follow for D&A
Overnight documentation to banks
Following for and submitting countersigned documents to banks/clients
Billing/following for advance payments
Payment/Collections:
Book debit memo's
Submit commissions
Submit invoices with notification to AR to post
Work with banks/clients on overpayments/underpayments, etc
Work on aging/Collections
Work with Collections to report on aging
ECO Requests
Requests/Miscellaneous Reports:
Submit external invoices for approval and payment - non bank related
Reporting
Balancing month end numbers for accounting and preparing journal entry requests
Reconciliation of contracts for clients with single and/or multiple schedules
Communicating insurance requirements to customers, working with banks to have insurance certs applied
Communicating end of lease requests, being liaison between customer and bank EOL teams
Responding to customer requests for W9 information
What you'll need to join Insight
High school diploma or general education degree (GED) required
Bachelor's degree (B. A.) from four-year College or university preferred
Three to five years related experience and/or training in sales support/operations; or equivalent combination of education and experience preferred.
Knowledge of technology leasing a plus.
Ability to write reports and/or business correspondence.
Ability to effectively present information and respond to questions from groups of managers, customers, other employees.
Mathematical and analytical skills required.
Ability to perform tasks in office environment/ manual dexterity required to operate office equipment.
Ability to maintain consistency and organization in the course of operational procedures.
Ability to respond effectively to the time sensitive inquiries.
Must have good telephone and communication skills.
Must have good follow up, customer service skills, and be detailed oriented.
Physical Demands
The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, talk, hear, and operate a computer, telephone and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Regular, predictable attendance is required; including quarter-driven hours as business demands dictate.
Work Environment
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time.
Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characterist
The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, .
Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology SolutionsTM and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at
Founded in 1988 in Tempe, Arizona
11,000+ teammates in 19 countries providing Insight Intelligent Technology SolutionsTM for organizations across the globe
$8.3 billion in revenue in 2020
Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award
2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year
Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work
Signatory of the United Nations (UN) Global Compact and Affiliate Member of the Responsible Business Alliance
Today's talent leads tomorrow's success. Learn about careers at Insight:
Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.
Insight Manila Location: 10F-11F Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605.
Insight Enterprises

Pasig City, Metro Manila
Permanent
Full-time