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)