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
Toronto06-2012
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