Greg Breen Email & Phone Number

Calgary

Calgary, Canada Area

-Identify and develop new business opportunities for financing and consulting with focus on acquisition -Develop and implement a customer relationship retention/growing strategy to build a long-term profitable loan portfolio with existing clients while providing a a high level of customer service -Manage a portfolio mix of borrowing and non-borrowing companies ensuring effective relationship management -Develop and execute an individual marketing plan ensuring alignment with branch… Show more -Identify and develop new business opportunities for financing and consulting with focus on acquisition -Develop and implement a customer relationship retention/growing strategy to build a long-term profitable loan portfolio with existing clients while providing a a high level of customer service -Manage a portfolio mix of borrowing and non-borrowing companies ensuring effective relationship management -Develop and execute an individual marketing plan ensuring alignment with branch strategy and portfolio objectives while meeting financial objectives related to the forecasted loss rate, profitability, revenue growth and retention of clients -Use sound credit judgment to ensure high-quality loan proposals that represent acceptable risk levels and are in line with established standards and within the parameters of accepted credit practices and BDC policies and procedures -Analyze, negotiate and prepare high-quality loan proposals by applying thorough credit analysis, due diligence and sound account management practices -Develop an independent referral source (Centers of Influence) by leveraging existing networks and building new networks within the community (e.g. influencers, chartered banks, etc) to facilitate new client acquisition -Keep abreast of local business opportunities by maintaining an active profile in the business community through participation in associations such as Chambers of Commerce, Boards of Trade, etc. Show less