Customer Financial Services Specialist

About JLG, an Oshkosh company

JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products—including mobile elevating work platforms, telehandlers, utility vehicles and accessories—can be found all over the world.

Summary:

Join JLG’s captive finance company as a Customer Financial Services Specialist, helping shape financial solutions for customers across the UK, Ireland, and the Middle East. In this role, you will collaborate closely with Senior Customer Financial Services Manager, JLG sales teams (train them on financing strategies), and mitigate financial risks by structuring deals through a network of third-party funders. Your expertise will drive growth, empower our sales teams, and enhance customer satisfaction.

Key Responsibilities

• Relationship Management
• Build and maintain strong relationships with JLG’s sales teams and external customers.
• Develop tailored financing programs that align with customer needs and business objectives.
• Foster relationships with third-party banks and finance companies to expand financing capacity.
• Financial Analysis & Structuring
• Analyze and explain customers’ financial statements, cash flows, and collateral to identify risk and opportunities.
• Collaborate with third-party funders to ensure alignment in customer assessments.
• Create structured financing solutions tailored to customer requirements using JLG’s recourse options.
• Training & Development
• Train JLG Sales Leadership and Regional Sales Teams on financing best practices and solutions.
• Provide teams with ideas to effectively structure customer offers for maximum impact.
• Program Development
• Enhance supplemental programs such as fees, retail, warranty, and parts financing.
• Develop and update pricing policies and financing guidelines in response to market demands.
• Operational Coordination
• Partner with JLG Credit, Treasury, and Operations teams to streamline approval and funding processes.
• Ensure timely credit approvals and funding to maintain smooth operations for JLG customers.
• Travel
• Travel 40%+: weekly within the UK & Ireland and quarterly to the Middle East to support customers and sales teams in structuring financing solutions.

Required Qualifications

• Bachelor’s degree in a related field.
• At least 5 years of experience in financial services or a related field.
• Strong credit and risk analysis background.
• Willingness to travel (40%+).
• Excellent communication and relationship-building skills.

Preferred Qualifications

• Experience in equipment financing or the rental industry.
• Familiarity with equipment leasing and finance accounting principles.
• Strong negotiation, influencing, and team collaboration skills.
• Self-motivated and autonomous working style.
• Proficiency with Apple and Microsoft Office products.

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