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Sharon Forward profile image

Sharon Forward

Broker Speciaist Manager at Latitude Financial Services
Intro Book
Sharon Forward is a seasoned finance professional with 2+ years of experience as a Broker Specialist Manager at Latitude Financial Services, with 9+ years of experience in performance enablement and business development at Great Southern Bank.
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Location
Brisbane, Queensland, Australia, AU
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Bio

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Sharon Forward is a seasoned finance professional with over 18 years of experience driving business growth and development in the mortgage broking industry. As a seasoned leader, she has successfully managed and grown mortgage broker portfolios, achieving sales targets and fostering strong relationships with internal and external partners. Her expertise spans multiple roles, including Business Development Manager, Performance Enablement Manager, and National Broker Relationship Manager. Sharon holds a Diploma of Financial Services (Finance/Mortgage Broking Management) and a Certificate IV in Financial Services (Finance/Mortgage Broking) from AAMC Training Group, demonstrating her commitment to ongoing education and professional development. She is also a Commissioner of Declarations and has received training from the AAMC Training Group. With a strong foundation in finance and a proven track record of success, Sharon Forward is a trusted and respected leader in the mortgage broking industry.

Credentials

  • Certificate IV in Financial Services (Finance / Mortgage Broking) FNS40804
    AAMC Training Group
  • Commissioner of Declarations
    Minister for Justice and Attorney-General in the State of Queensland
  • Diploma of financial Services (Finance / Mortgage Broking Management) FNS50504
    AAMC Training Group

Experience

  • Latitude Financial Services
    • Brisbane, Queensland, Australia
    • Broker Speciaist Manager
      • Jul 2022 - Present
      • Brisbane, Queensland, Australia

  • Great Southern Bank
    • Australia
    • Banking
    • 700 & Above Employee
    • Performance Enablement Manager
      • Nov 2021 - Present

    • National Broker Relationship Manager
      • Oct 2014 - Present

  • Australian Loan Company
    • Brisbane North and Regional Queensland
    • Business Development Manager
      • Jan 2011 - Aug 2012
      • Brisbane North and Regional Queensland

      Responsible for the management and growth of a Mortgage Broker portfolio. working to achieve sales targets within the business. Liaising with internal and external business partners to increase activity and maximise referral partner opportunities.

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Local Marketing and Development Manager, Third Party Distribution
      • Mar 2010 - Sep 2010

      Responsible for the implementation of local area marketing initiatives for Mortgage Broker distribution in Queensland and Northern Territory

    • Business Development Manage, Mortgage Broker Unit, Third Party Distribution
      • Jan 2005 - Mar 2010

      Managing a portfolio approximately 220 Mortgage Brokers working to achieve sales targets through business development and growth in profitable business

    • National Business Development Manager Assistant
      • Jan 2004 - Jan 2005

      Providing a high level of support to the National Business Development Manager with focus on maximising business growth and developing and motivating a team of Business Development Managers

    • Home Loan Service Representative
      • Jan 2000 - Jan 2004

      Responsible for providing service to existing Consumer Loan Clients in all respects of their requirements, maintaining a sales focus to strengthen client's relationship in terms of referrals to appropriate channels and working with a team to create a sales culture

    • Priority Manager
      • Jan 1998 - Jan 2000

      Managing a portfolio of approximately one thousand clients. Focus on building relationships increasing client value and satisfaction.

Education

  • 1974 - 1975
    TAFE
  • Woodridge State High

Suggested Services

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Industry Focus. “Financial Services”

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