Credit Specialist

TGI MAIN COMPANY•New York, NY

2d•$25 - $27•Onsite

About The Position

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.

Requirements

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

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.