Leasing Consultant

Credit Union of Texas
Dallas TX
30+ days ago

Job Description

Position Purpose and Objectives
This position is responsible for the sales consultation process experienced by new Leads generated by Fairlease and leads generated internally by CUTX and its member base. This entails locating and negotiating pricing on new & used vehicles, negotiating trade-ins and handling of all documentation pertaining to the close of a sale. This position will require the ability to generate, maintain and continually grow a pipeline of business necessary to achieve a level of success, outside of the leads provided by Fairlease. Strong follow-up and sales communication skills are required.

Major Duties and Essential Functions

  • Identify and engage potential clients inquiring about our Leasing Services
  • Qualify these clients through our discovery and underwriting process with proper consultation and direction for their needs
  • Assist in valuing trade-ins and verifying liens and payoff information on vehicles involved in the new lease transaction.
  • Maintain contact and engage future terminating or expiring lease accounts associated with your book of business.
  • Establish and consistently maintain a positive working relationship with Dealer network contacts.
  • Review prior call details and correspondence with clients for proper follow-up and communication to consumer to help maintain forward progress
  • Work directly with Sales manager to ensure proper execution of business and workflow process
  • Responsible for all documentation required on a new lease transaction, including Purchase Orders, trade Valuations, payoffs and credit forms.

Positions directly supervised: None

Specific knowledge, skills, and abilities required for this position:
MUST have experience with Microsoft Office/Windows Software, knowledge of Auto Leasing Industry plus excellent phone, communication and writing skills.
Personality is extremely important in this position. To fit in with the team, it's important to have a positive attitude, excellent work ethic and commitment to elite service.
Excellent organizational skills, detail oriented and ability to multi-task are paramount for success
Ability to work individually but also excel in a team environment
Strong verbal communication and computer skills mandatory

Education: High School Degree or G.E.D and/or equivalent work experience.

Experience: Minimum 1-2 years Automotive Industry Banking experience.

Physical Activities and Requirements of this Position


Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.


Using fingers and palm on an object.


Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

Working Conditions of this Position

None. No hazardous or significantly unpleasant conditions.

Mental Activities and Requirements of this Position
Reasoning Ability: The ability to use common sense or logic.


Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.


Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.


Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Location: FairLease
8131 LBJ Frwy
Suite 400
Dallas,TX 75251,USA, Dallas, TX 75251

Job Type: Full-time



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