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

SectionObjectives
Topic 1: Commercial Banking Fundamentals- Account Structures and Banking Operations
- Roles in Commercial Banking
- Banking Regulations Overview
Topic 2: Commercial Lending & Credit Analysis- Loan Types and Structures
- Loan Approval Workflow in nCino
- Credit Risk Assessment
Topic 3: nCino Platform Functional Usage- Customer & Account Management
- Workflow Configuration
- Document Management and Compliance Tracking
Topic 4: Trade Finance- Letters of Credit
- Export / Import Financing
- Bank Guarantees
Topic 5: Cash Management Services- Corporate Cash Management Products
- Payment and Liquidity Management

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Where can the Interest Accrual Method be changed?

  • A. Product Line
  • B. Manage Rates Tab
  • C. Index
  • D. Product Type
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

nCino Forms Generation can be deployed on which of the following objects?

  • A. Custom Objects
  • B. Account, Loan, Contact & Collateral objects
  • C. All options listed are correct
  • D. Standard Objects
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Collateral pledged impacts which calculation?

  • A. Loan to value
  • B. Available lendable value
  • C. None of the above
  • D. Debt Service coverage ratio
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Select the options that best summarize what a Product Package is. (Choose all that apply)

  • A. Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
  • B. Manage Relationship Statistics
  • C. Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
  • D. Unified Credit Memo and Forms Gen
Reveal Solution  Discussion  0

Correct Answer: A,C,D  🗳️

True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

  • A. False
  • B. True
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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