Olga Perkins

Olga Perkins

Finance Planner

Followers of Olga Perkins16 followers
location of Olga PerkinsNew South Wales, Australia

Connect with Olga Perkins to Send Message

Connect

Connect with Olga Perkins to Send Message

Connect
  • Timeline

  • About me

    Lending Manager at Our Mortgage Expert

  • Education

    • National Financial Institute

      2013 - 2014
      Diploma of Mortgage Broking Mortgage Broking
    • Western Tafe

      2006 - 2006
      Cert IV in Mortgage Broking Mortgage Broking

      Cert IV Mortgage BrokingCerIV Business Management

    • St Mary Star of the Sea

      1983 - 1987
      High School HSC
  • Experience

    • Rims Financial Planners

      Feb 1994 - Aug 2003
      Finance 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 - now
      General Manager

      Sales, Customer Service, Marketing, Financial Control

    • Commonwealth Bank Of Australia

      Oct 2008 - Sept 2009
      Branch Manager/Lending Manager

      Key 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 2013
      Home Finance Manager

      Home Loan Specialist

    • Self-employed

      Apr 2013 - Jan 2013
      Changing 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 - now
      Lending Manager
  • Licenses & Certifications

    • BAS Agent

      Tax Practitioners Board
      View certificate certificate
    • COSL

      Credit Ombudsman Services
    • Institute Of Certified Bookkeepers

      Jul 2014
  • Honors & Awards

    • Awarded to Olga Perkins
      Dux Williams Business College Nov 1989 Diploma of Business Management