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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionObjectives
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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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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