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Lease Sales Tax Validation Specialist - Chase Auto - Wilmington,DE

Job Description

Originations Operations Booking and Funding Team processes auto lease and loan contracts received from the Chase Auto(CA) indirect dealer network.  Contracts and ancillary documents are verified to ensure they are prepared and executed in accordance with CA Originations verification and corrective action guidelines, CA pricing, and CA Credit Risk policy.


The CA Lease Sales Tax Validation Specialist will receive, validate, and approve requests for transaction level CALS geo codes.  The validation will require an in depth knowledge of the state specific lease tax requirements and the related calculation for the individual lease.



  • Manage the internal process of assigning monthly lease sales tax geo codes. 
    • Liaison with processing team to ensure that analysts are properly reviewing and preparing requests for codes. 
    • Ensure that all monthly sales tax requirements are effectively communicated and incorporated into both internal and external processes. 
    • Create process capability to continually improve the time required to request, receive, and process any market/state specific lease sales tax geo code.
  • Verify analyst calculation used to determine the taxable portion of the lease base rent payment.
  • Verify monthly sales tax rate used by the dealer. 
    • Verify the rate is correct based on state specific requirements.
  • Recalculate the correct monthly sales tax dollars and use to determine adjusted monthly rate required by CALS which will calculate dollars based on the total base rent (blended rate).
  • Calculate the percentage of the total tax rate that is applied to the state, county, and city tax rates based on the standard rate breakout on the CALS VERTEX Table.
  • Create transaction level CALS geo code request by the Funding Analyst. 
    • Advise Funding of the newly created code.
  • Create a process that can support fluctuating volumes in geo code requests. 
    • There will be agreed upon SLAs that will need to be met and tracked to ensure no unnecessary delays in dealer lease funding.

**Must be able to work Monday - Friday 11-8pm, rotating Saturdays may be required**


  • 1+ years Lease processing or related operational experience
  • Highly organized and able to thrive in a deliverable, deadline-oriented environment
  • High degree of flexibility and tolerance for change.
  • Proven interpersonal, team-oriented skills
  • Preferred Requirements:
  • Ability to communicate with department managers to facilitate operational process changes and understand the impact of these process changes
  • Experience in lease sales, use, and property tax
  • A working knowledge of Reg M (lease)


Req #: 180042526
Location: Wilmington, DE US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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