Michael Dorman
Senior Relationship Manager at Infrastructure Ontario- Claim this Profile
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Japanese Full professional proficiency
Topline Score
Bio
Credentials
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Canadian Securities Course
Canadian Securities InstituteApr, 2010- Nov, 2024 -
Investment Funds in Canada
Canadian Securities InstituteSep, 2007- Nov, 2024
Experience
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Infrastructure Ontario
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Canada
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Construction
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700 & Above Employee
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Senior Relationship Manager
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Dec 2015 - Present
• Manage a portfolio of clients in Central Ontario and Southwestern Ontario consisting of: upper and lower tier municipalities, affordable housing, long-term care, universities and sports and recreation centres. • Research and develop potential capital infrastructure projects for Infrastructure Ontario assisting the Commercial Underwriting department.
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Commercial Underwriter
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Jun 2014 - Dec 2015
• Completed in depth underwriting of deals into concise recommendation packages supported by: sensitivity modeling, asset valuation analysis, third party report verifications and industry risk assessment • Negotiated amendments to clients with alternatives of their financing request. • Presented financing requests to Infrastructure Ontario’s Board of Directors for approval. • Assisted Regional Territory Managers by financially analyzing potential loan deal to validate credit… Show more • Completed in depth underwriting of deals into concise recommendation packages supported by: sensitivity modeling, asset valuation analysis, third party report verifications and industry risk assessment • Negotiated amendments to clients with alternatives of their financing request. • Presented financing requests to Infrastructure Ontario’s Board of Directors for approval. • Assisted Regional Territory Managers by financially analyzing potential loan deal to validate credit capacity. • Successfully underwrote/funded over $500 million in new debt financing on an annual basis.
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Client Relationship Manager
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Mar 2012 - Jun 2014
• Managed and maintained a portfolio of clients in Northern Ontario consisting of: municipalities, municipal corporations, long-term care, affordable housing, universities, and sports and recreation centres. • Prepared and submitted annual business outlook reports for the region of Northern Ontario for Upper Management. • Achieved and exceeded target of new loans of $65 million annually for the region. • Collaborated with a team of Regional Territory Account Managers and attended… Show more • Managed and maintained a portfolio of clients in Northern Ontario consisting of: municipalities, municipal corporations, long-term care, affordable housing, universities, and sports and recreation centres. • Prepared and submitted annual business outlook reports for the region of Northern Ontario for Upper Management. • Achieved and exceeded target of new loans of $65 million annually for the region. • Collaborated with a team of Regional Territory Account Managers and attended conferences and conducted presentations across Ontario to spread awareness of Infrastructure Ontario. • Analyzed Financial Statements and non-financial information of clients to acquire ability of loan repayment to Infrastructure Ontario. • Created and presented loan recommendation reports of new loans to Infrastructure Ontario’s Credit Review Committee to achieve approval of the client’s loan request
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CIBC
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Canada
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Banking
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700 & Above Employee
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Financial Advisor (IIROC Licensed)
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Jun 2010 - Mar 2012
• Advised a $90 million portfolio of personal/business accounts by having annual or semi-annual meetings to review client’s holdings. • Achieved sales targets by increasing wallet share of current clients of CIBC by offering them bundled products of banking services. • Networked and built referral base to increase portfolio value. • Worked closely with a Financial Associate to maintain a higher commitment of service to the portfolio. • Liaised with a team of professionals:… Show more • Advised a $90 million portfolio of personal/business accounts by having annual or semi-annual meetings to review client’s holdings. • Achieved sales targets by increasing wallet share of current clients of CIBC by offering them bundled products of banking services. • Networked and built referral base to increase portfolio value. • Worked closely with a Financial Associate to maintain a higher commitment of service to the portfolio. • Liaised with a team of professionals: Investment Advisors, Business Advisors, Estate Planners and Mortgage Specialists. • Built a team of external professionals: Lawyers, Accountants to complement client’s needs.
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Financial Service Representative/Small Business Advisor (MFDA Licensed)
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May 2006 - May 2010
• Worked with a team of 45 Financial Representatives at one of the main branches in Canada. • 2009 CIBC Achievers’ awarded for one of the top performers in Canada. • Provided a full range of products from financing to investing. • Achieved and exceeded sales targets. • Developed and maintained a portfolio of clients using numerous marketing techniques. • Responded and resolved current clients’ questions and potential customers’ inquires. • Managed client’s portfolios to make… Show more • Worked with a team of 45 Financial Representatives at one of the main branches in Canada. • 2009 CIBC Achievers’ awarded for one of the top performers in Canada. • Provided a full range of products from financing to investing. • Achieved and exceeded sales targets. • Developed and maintained a portfolio of clients using numerous marketing techniques. • Responded and resolved current clients’ questions and potential customers’ inquires. • Managed client’s portfolios to make sure their goals matched their investment choices. • Underwrote and processed loans, lines of credits secured and unsecured for personal and business clients. • Analyzed and processed Financial Ratios to rate credit worthiness of incorporated businesses.
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F.I.A. Japan
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Shimada-shi, Shizuoka-ken, Japan
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Corporate Trainer
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Jan 2004 - May 2005
Instructed and designed Business English courses for corporate employees • Designed and implemented courses and programs to benefit Yazaki/Toyota Corporation • Assisted with the translating of documents for branch offices or clients overseas. Instructed and designed Business English courses for corporate employees • Designed and implemented courses and programs to benefit Yazaki/Toyota Corporation • Assisted with the translating of documents for branch offices or clients overseas.
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Prospera Business Institute
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Shizuoka, Japan
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Lecturer
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Sep 2000 - Jan 2004
Developed and instructed courses for adult students • Interviewed and hired new teachers. • Prepared and motivated students to pass language proficiency tests. Developed and instructed courses for adult students • Interviewed and hired new teachers. • Prepared and motivated students to pass language proficiency tests.
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Education
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1996 - 2000
Mount Saint Vincent University
Bachelor of Business Administration (B.B.A.), Accounting -
1996 - 2000
Mount Saint Vincent University
Certificate in Marketing, Marketing
Community
