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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| 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
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
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
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
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
Correct Answer: B 🗳️
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