Overview
Work History
Education
Skills
Timeline
Generic

Alexandra Hartwell

Middle Sackville,Nova Scotia

Overview

13
13
years of professional experience

Work History

Renewal Account Manager

MCAP
Middle Sackville, Nova Scotia
11.2024 - Current
  • Manage a portfolio of about 160 homeowner files per month within a 120 day renewal timeline, personally tracking all activity and follow-ups
  • Nurture relationships with homeowners through timely, proactive, and personalized engagement
  • Probe homeowners on future plans and financial goals to ensure the most suitable mortgage term and product is selected at renewal/maturity
  • Conduct proactive outreach via phone and email to review renewal options, address concerns, and provide consultative guidance
  • Identify cross-selling and upselling opportunities to enhance portfolio value

Internal Broker Associate

MCAP
Middle Sackville, Nova Scotia
11.2020 - 11.2024
  • Prescreened homeowner submissions, guiding homeowners on required documentation and income verification to streamline application completion
  • Evaluated preliminary credit information and surfaced issues to support alignment with underwriting guidelines
  • Managed difficult conversations with homeowners whose submissions did not meet preliminary criteria, providing guidance for future eligibility
  • Tracked submissions, leads, and follow-ups in Salesforce to optimize pipeline visibility
  • Coordinated with brokers and internal teams to ensure seamless handoff of completed applications

Front of House Team Lead

The Cambridge Group of Clubs
Toronto, Ontario
06.2018 - 03.2020
  • Cultivated relationships with high-profile members and donors to enhance their experience and sense of value
  • Orchestrated events from planning to execution, coordinating staff and vendor partners for seamless delivery
  • Collaborated with vendors to introduce new menu items and specialty offerings, and trained staff on product knowledge to ensure consistent delivery
  • Acted as primary liaison for VIP members, resolving issues promptly and fostering loyalty

Front of House Manager

Duke of Westminster, Imago Restaurants
11.2012 - 06.2018
  • Delivered location performance updates, forecasts, and cost analyses during manager meetings to guide strategic decisions
  • Reconciled daily, monthly, and quarterly financials to maintain accurate reporting and control expenses
  • Analyzed key performance indicators, identifying trends and implementing operational improvements
  • Oversaw inventory and vendor partnerships to support operational efficiency and product availability

Education

Mortgage Agent, Level 1 -

FSRA License M22003878

Diploma - Food And Beverage Management

George Brown College
Toronto
06-2012

Skills

  • Relationship Management & Client Loyalty
  • Consultative Sales & Needs Assessment
  • Portfolio & Pipeline Management (Salesforce)
  • Product Launches & Vendor Collaboration
  • Financial Analysis & Forecasting
  • KPI Tracking & Staff Training

Timeline

Renewal Account Manager

MCAP
11.2024 - Current

Internal Broker Associate

MCAP
11.2020 - 11.2024

Front of House Team Lead

The Cambridge Group of Clubs
06.2018 - 03.2020

Front of House Manager

Duke of Westminster, Imago Restaurants
11.2012 - 06.2018

Mortgage Agent, Level 1 -

FSRA License M22003878

Diploma - Food And Beverage Management

George Brown College
Alexandra Hartwell