Leasing Coordinator I

ABOUT THE CLIENT: Our client is a long-standing company that provides technology solutions to businesses across the U.S. They focus on making tech easier to manage by offering reliable support and practical services tailored to each clients needs. With decades of experience and a strong team of experts, they've built a reputation for helping organizations work smarter and more efficiently.

OVERVIEW: The Leasing Coordinator I is responsible for the document creation of legal agreements, invoicing, and sales support within the
assigned territory.

DUTIES & RESPONSIBILITIES:

Create internal and external legal documentation for technology transactions.
Invoice leasing partner for product sold, compile funding packet, and submit all documentation to leasing partner in a timely manner. Upon successful funding of technology transaction, complete file review and prepare for workflow.
Maintain accurate status for assets returned to Marcos used warehouse, including proper valuation of fixed assets.
Assist with various documentation and miscellaneous adjustments to existing technology leases & agreements.
Provide timely response to customer, leasing partner, Marco internal teams, and Sales Representative needs and questions by gathering information, researching issues, and preparing solutions.
Maintain organized and accurate paperless filing for transactions in process & update document management system with changes to agreements.
Process end of term leasing quotes, including internal invoicing and wire transfers to outside leasing partners.
Monitor weekly reporting to ensure timeliness of transaction completion.
Provide backup for team members upon request, including assisting in other territories as needed.
Verify submitted sales transactions utilized proper pricing structure, margin percentage, and documentation.
Prepare & validate commission statements.
Attend required company and department meetings.
Act in accordance with Marco policies and procedures as set forth in the Employee Handbook.
Perform other related duties as assigned.

QUALIFICATIONS:

An associate degree and two years of relevant experience; or equivalent combination of education and experience.

Proficiency with business collaboration tools such as MS Office applications including Excel and Outlook.
Superior internal and external customer service and communication skills.
Enthusiastic, dedicated to the challenge of helping other people.
Demonstrates strong attention to detail with the ability to maintain accurate and detailed files.
Ability to identify errors and make proper corrections.
Excellent organizational and time/task management skills, the ability to prioritize tasks, work within a defined timeline, and operate with changing priorities.
Function collaboratively as part of a fast-paced, client-oriented department.
Self-starter with the ability to perform with little or no supervision.
Strong ability to exercise independent judgment.
General accounting knowledge required.