Job Title: Credit Specialist

Department: Leasing & Contracts

The TGI Story

A second-generation family-owned business for over 60 years, TGI Office Automation is a comprehensive office technology provider offering scalable solutions for many of today’s complex business issues. TGI offers unparalleled, innovative technology from a variety of industry-leading partners.

TGI’s Mission Statement: Office automation empowers your business. By improving bottom-line profitability through smart, strategic solutions, we help our customers reduce costs and maintain a competitive position.

https://www.tgioa.com/

Summary: TGI is looking for a detail-oriented Credit Specialist with extensive experience supporting lease processing, contract documentation, and funding coordination within a fast-paced office equipment dealership environment. Strong knowledge of lease structures, end-of-lease procedures, billing alignment, and communication between sales, finance companies, and service teams. Known for accuracy, organization, and keeping deals moving from approval to funding.

Essential Duties & Responsibilities:

• Assist with and process all credit applications with various leasing companies gathering all necessary information needed for the processing and closing of applications in a timely manner.

• Accurately and efficiently prepare and assist with all leasing paperwork. Verify the accuracy of all application information and documentation prior to deals being booked.

• Communicate with prospective customers, sales reps, and any other involved parties to obtain the necessary documentation for verification of application information.

• Provide exceptional customer service to sales reps and prospective customers while processing their applications.

• Provide application status updates to customers, resolve discrepancies or other issues.

• Proactively follow up on all applications and monitor turnaround time goals.

• Assist the department with any issues that arise.

• Closely work with sales reps daily.

• Perform other duties as required.

Qualifications:

• Education: College degree preferred but not required.

• Experience: Customer service, cross-referencing documents, industry experience and/or leasing experience is preferred

• Personality: friendly and engaging, team player

Skills:

• Proficient in MS Office (Excel, Word, Outlook)

• Professional, confident, and self-motivated with strong presentation skills

• Excellent time management; able to work independently and prioritize tasks

• Strong written and verbal communication with sales, customers, finance teams, and management

• Lease Documentation & Processing for ($1 Buyout, Fair Market Value (FMV), upgrades)

• Credit Approval submission and funding/payoff coordination

• End-of-Lease & Upgrade Management

• Sales Order & Contract Review

• Billing & Contract Alignment

• Experienced with CRM/ERP systems

Job Type: Full-time

Pay: $25-$27 an hour (Flexible upon experience)

Benefits: Dental insurance, Health insurance, vision insurance, PTO, and 401(k)

Schedule: Monday to Friday (8:30 AM - 5 PM)

Work Location: In-person: Brooklyn, NY (120 3rd St, Brooklyn, NY 11231)

EEO Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Salary : $25 - $27