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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.

A. True
B. False


Question 2

Covenants are automatically marked active when:

A. The Loan is Booked
B. 30 days before the Next Evaluation Date
C. The loan is paid off


Question 3

After you begin Spreading, what is the first step a user must complete before adding income statements?

A. Check the Common Sizing box
B. Export the bundle
C. Select number of months in a period
D. Set Fiscal Year End


Question 4

When configuring Loan Team Member alerts, what workflow action is utilized?

A. Outbound message
B. Email alert
C. Create task
D. Field update


Question 5

Which of the following ways can a Loan be created in nCino? (Select Two)

A. Collateral Management Manage Collateral Button
B. Adding from Entity Involvement Related List
C. Converting a Lead to a Loan
D. New Loan Product button from Relationship


Solutions:

Question 1
Answer: B
Question 2
Answer: A
Question 3
Answer: D
Question 4
Answer: B
Question 5
Answer: A,D

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