
Olga Perkins
Finance Planner

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About me
Lending Manager at Our Mortgage Expert
Education

National Financial Institute
2013 - 2014Diploma of Mortgage Broking Mortgage Broking
Western Tafe
2006 - 2006Cert IV in Mortgage Broking Mortgage BrokingCert IV Mortgage BrokingCerIV Business Management

St Mary Star of the Sea
1983 - 1987High School HSC
Experience

Rims Financial Planners
Feb 1994 - Aug 2003Finance Planner• Managed a team of five staff and ensured that responsibilities were clear and well managed in a busy deadline environment.• Develop, implement and monitor human resource management policies and procedures.• Provide timely and accurate support to the Managing Director.• Negative Gearing Lending Facilities• Lending• Build and maintain a strong relationship with clients, government bodies and alliances.• Provide advice and information to current and prospective clients• Work effectively in a team environment, interact positively and equitably with colleagues to ensure that a high level of client service focus is maintained• Adhere to and interpret organisational policies, procedures and other legislation. Show less

Young pools and Outdoor Living
Apr 1996 - nowGeneral ManagerSales, Customer Service, Marketing, Financial Control

Commonwealth Bank Of Australia
Oct 2008 - Sept 2009Branch Manager/Lending ManagerKey Responsibilities• Managing the Young and Harden Branch• Lending Manager for Young and Harden Branch• Customer Relations• Budgets• Staff training• Appraisals• Setting sales targets• Settlements for home loans• Complaints resolution• Human Resource Manager

Westpac
Apr 2013 - Aug 2013Home Finance ManagerHome Loan Specialist

Self-employed
Apr 2013 - Jan 2013Changing Seasons Pty Ltd■Mortgage Broking■BAS Agent■MYOB Set-up and data entry■Accounts Payable and Receivable■Payroll setup/processing including Super, Payroll Tax and PAYG■Inventory Control■Month and Year End Accounts and Reporting■Bank and Credit Card Reconciliations■Profit and Loss Statements■Invoicing■Manual Bookkeeping■Filing and Other General Office Duties

Our Mortgage Expert
Feb 2018 - nowLending Manager
Licenses & Certifications
- View certificate

BAS Agent
Tax Practitioners Board 
COSL
Credit Ombudsman Services
Institute Of Certified Bookkeepers
Jul 2014
Honors & Awards
- Awarded to Olga PerkinsDux Williams Business College Nov 1989 Diploma of Business Management
Languages
- enEnglish
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