The role of the CSI Leasing Support Administrator is to issue Lease Agreement Contracts, create purchase orders, process vendor invoice and credit notes, liaise with account managers, customers and vendors from lease creation to lease commencement.
Key Responsibilities
- Manage portfolio of customers, working alongside Account Managers to assist in the day-to-day activities of the lease and will include prioritization of key tasks
- Generating legal documents using Salesforce or manually, issuing documents via DocuSign
- Producing purchase orders to issue to vendors to ensure invoices can be raised in a timely manner
- Checking and processing vendor invoices and credit notes onto Odessa 5, including serial number capture
- Close leases at the end of the install period, checking that the invoices on file match what has been uploaded to Odessa 5
- Obtain customer authorization for payment of invoices
- Work alongside the Credit and Account department when required
- End of lease activity including settlement quotes, processing extensions and buy-outs
- To communicate effectively with both internal and external customers.
- Support other team members.
- To compile and generate reports as and when required.
What we are looking for
- Excellent communication skills, able to communicate with professionals at all levels
- Attention to detail and accuracy
- Organisational skills, able to manage and prioritise workload while maintaining flexibility and achieving tight deadlines
- Positive and pro-active outlook to improve opportunities and problem solve
- Drive to learn new skills and adapt to change
Core competencies
- Working with others to achieve goals
- Delivering goals in a changing environment
- Maximising potential in self and others
- Communicating with influence
- Organising and planning skills
- Analytical thinking – able to effectively seek and analyse information
Conditions
- Holiday Allowance: 25 days (increasing to 30 based on length of service) plus bank holidays and your birthday off.
- Benefits: We offer many other benefits including Private Medical Insurance
