Greg Stevens

Experience

• 

  TD

  Dec 2006 - Dec 2021

  In this capacity I supported large business clients in the Okanagan BC region. In this role, most of my time was spent assessing commercial credit requirements, and creating appropriate credit structures for my clients. In this role I worked with multiple different businesses in various industries including Hospitality, Transportation, Industrial & Trade Contracting, Highway & Road Maintenance, Business and Health Professionals, Retirement Homes (including development), Knowledge Based, NPO, MUSH, MIC, Manufacturing, Food and Beverage, and more.Average authorized credit between $5 Million - $10 Million with the largest deals up to $25Million. Business sizes ranged from less than $3 Million in Revenue to above $300 Million.Total Portfolio of Authorized Credit was just under $130 Million. Show less

  • Relationship Manager

    Oct 2019 - Dec 2021

  • Commercial Account Manager

    Feb 2018 - Oct 2019

  • Senior Analyst

    Feb 2017 - Feb 2018

  • Commercial Account Manager

    Oct 2015 - Jan 2017

  • Associate, TD Commercial Banking

    Jan 2015 - Oct 2015

  • Investment Advisor, Chartered Investment Manager (CIM)/Certified International Wealth Manager (CIWM)

    Apr 2010 - Dec 2014

  • Life Insurance Advisor

    Apr 2010 - Dec 2014

  • Private Client Service Associate

    Mar 2009 - Mar 2010

  • Financial Advisor

    Nov 2007 - Mar 2009

  • Financial Services Representative

    Dec 2006 - Nov 2007
• 

  TD Auto Finance

  Dec 2021 - now

  In my capacity as Senior RM, I specialize in working solely with Automotive Dealerships, including Recreational and Powersports vehicles.Working with individual dealerships, and medium to large Groups, the portfolio of authorized credit exceeds $1 Billion, $500 million on a utilization basis.Average authorized credit exceeds $35 Million, with the largest credit structure exceeding $500 Million in authorized hold.Specific experience with:Acquisition financing utilizing Enterprise Value and cash flow leverage covenants;ABL for flooring of vehicle inventory;Lease Line financing;LOC, L/C, Term and MTG Loans, etc.In this role, I service a large geographic area, work with large complex organizations, and coordinate a large team of people within TD Bank's Operations, Credit and Administrative groups. Show less

  • Senior Manager, Commercial Credit

    Jan 2024 - now

  • Senior Relationship Manager

    Dec 2021 - Feb 2024