Last Updated: Sep 04, 2026
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| Section | Objectives |
|---|---|
| Topic 1: Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
| Topic 2: Commercial Lending & Credit Analysis | - Credit Risk Assessment - Loan Types and Structures - Loan Approval Workflow in nCino |
| Topic 3: Commercial Banking Fundamentals | - Account Structures and Banking Operations - Banking Regulations Overview - Roles in Commercial Banking |
| Topic 4: nCino Platform Functional Usage | - Customer & Account Management - Workflow Configuration - Document Management and Compliance Tracking |
| Topic 5: Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
Question 1
True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.
A. False
B. True
Question 2
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
A. False
B. True
Question 3
Where can a User find "Recent Items"?
A. Side Pane
B. Center Pane
Question 4
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
A. Limit
B. Sub Limit
C. Main
D. Current Takedown
Question 5
Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?
A. Credit Card Late Payment Charge
B. Loan Origination
C. Attorney
D. Appraisal
Solutions:
| Question 1 Answer: B | Question 2 Answer: A | Question 3 Answer: A | Question 4 Answer: A,B,C | Question 5 Answer: A |
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