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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Where can the Interest Accrual Method be changed?

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

Correct Answer: D  🗳️

What icon represents a Relationship record in nCino?

  • A. Coin
  • B. Money Bag
  • C. Folder
  • D. Small Green Man
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

  • A. Loan Status
  • B. Loan Product
  • C. Loan Amount
  • D. Loan Stage
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

Collateral Management records must have what child record?

  • A. All of the Above
  • B. Collateral Ownership
  • C. Collateral Pledged
  • D. Lien
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?

  • A. The status
  • B. The frequency
  • C. The number of days specified by the user
  • D. The Covenant type
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

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