Joshua D.

Felt
30 Heritage Cir. #8 Madison, WI 53711
Phone: (608) 347.5710 E-Mail: jfc4cd38@westpost.net

Business skills profile includes:

* Effective Business Relationship Development
* Strategic Planning and Development
* Entrepreneurial Motivation
* Market Penetration
* Team Leadership
* Organizational Development
* Direct and Indirect Sales
* Training and Leadership Education
* Financial Planning and Analysis
* Effective Presenter
* Quick Learner

EDUCATION
Indiana University, Kelley School of Business, Bloomington, IN
MBA - Strategic Management Concentration
Andrews University, School of Business Administration, Berrien Springs, MI
BBA - Concentration in Finance
EXPERIENCE
Farm Plan (18 Month Contract Position), Madison, WI
Jan 2009- Jun 2010
Temp - Account Credit Manager
As an independent contractor with Farm Plan I managed the large limit account pi
peline. This involved working with customers to conduct preliminary credit and f
inancial analyses, and create an organized and efficient credit presentation. An
extensive amount of time was spent working directly with customers to provide i
nsight into our process and obtain pertinent information to make informed decisi
ons.
* Customer relationship development
* Ability to work with difficult customers to maintain a strong business relatio
nship
* Brand development through educating the customer
* Agricultural and Commercial credit analysis
* Small business analysis
Middleton Community Bank Nov 2007- Dec 2008
Retail Banker / Credit Analyst / Special Asset Management
Due to the nature of working at a small community bank, my job responsibilities
were broad. As a retail banker I was charged with attracting new customers to th
e bank, offering expert financial advice to customers, and selling bank products
. As a credit analyst my primary role was to analyze commercial, consumer, and a
gricultural credit requests and provide recommendations utilizing strong credit
standards. I also provided product analysis, special assets management, and loss
control management, managed the bank's special asset portfolio, developed and i
mplemented a consumer credit risk rating system, and provided expert financial s
upport to individual bank customers.
* Created and maintained critically important relationships with both ind
ividual and business customers
* Offered revenue generation ideas based on loan portfolio performance an
alysis
* Developed more efficient policies and procedures while maintaining stro
ng standards
* Attracted and maintained customers through trust based relationship developmen
t
* Aided in the development of mortgage product marketing materials and selling t
echniques
Greenpoint Mortgage - A Capital One Company, Michigan/Wisconsin
Jun 2005- Oct 2007
Territory Account Executive/ Territory Team Lead
While working with Greenpoint I was in charge of developing and managing new sal
es territories, both in Michigan and Wisconsin. I successfully implemented sales
and marketing plans to penetrate an already saturated market and create a loyal
customer base. My relationship with customers was strengthened by providing the
m with a wealth of knowledge about our products, insights into the industry, and
a trusting relationship. As each territory grew I was charged with leading a te
am of sales and support staff in providing top notch support to our customer bas
e.
* Lead two strong sales teams through difficult market conditions
* Attracted and retained new customers
* Trained brokers, banks, and lenders on products, credit analysis and sales
techniques
* Developed successful territories in multiple new markets
* Provided client support and market insight
* Created regular market updates and training bulletins
* Conducted successful presentations of company products and procedures for pote
ntial clientele
* Maintained a diverse client base: from one man shops to multi-million dollar b
anks

JSB Investments, Eau Claire, MI

2004-2005
Registered Investment Representative Internship
* Obtained Series 7, 63, Life and Health Licenses
* Learned to provide sound financial and retirement planning services
* Analyzed personal budgets and recommended investment options
* Conducted educational investment seminars and sales presentations

Car Quest Auto Parts, Benton Harbor, MI

2000-2004
Management / Sales Internship
* Budget and revenue forecasting.
* Provided customers with financing options.
* Provided sales support to customers, helping to increase market penetra
tion.
* Built lasting customer relationships.
* Gained practical knowledge of business management skills and applicatio
n.

Relevant Leadership Experiences

* Current Board Chairman - Three Angels Christian School
* Active Church Finance Committee Member
* Leadership training program completion through Greenpoint Mortgage
* Project Coordinator Andrews University chapter SIFE (Students In Free Enterpri
se)
* Race Coordinator for Andrews University Beach to Bank triathlon
Personal Interests
I enjoy spending my free time with my wife, dogs, friends and family. Much of o
ur interests revolve around the great outdoors: cycling, backpacking, camping, s
nowboarding and triathlon. I just completed my first Ironman triathlon and have
grown personally through the course of training for and completing of such a ch
allenging event.