Identify the risks that the customers or their business may be exposed to advice customers to reduce risks.

Co-operative Education Organization is  Kiwi car loan broker in Auckland New Zealand.

1. Analysis customers’ financial situation – by calculating the total incomes and total expenses to determine their affordability.

2. Deal with lenders for customers and arrange a suitable car loan for the customer, using your personal finance knowledge to find the best deal.

3. Understand company’s products and services, be able to answer questions from customers, provide customers with suggestions and guide them to choose products or services that suit their needs.

4.Identify the risks that the customers or their business may be exposed to. Advice customers to reduce risks.

5. Help customer to arrange a car finance agreement – you will need to fully understand the loan documents and assist the customer to sign the loan contract.