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

SectionWeightObjectives
Collateral, Covenant & Credit Management17%- Covenant monitoring
- Complex credit structures
- Collateral tracking and valuation
Relationship Management & Hierarchy Modeling18%- Access control and permissions
- Organizational relationships
- Contact and stakeholder mapping
Product Configuration & Pricing15%- Rate, fee and payment structures
- Product catalog setup
- Commercial loan and deposit products
Loan Origination & Underwriting18%- Credit analysis and financial statements
- Application intake and processing
- Underwriting workflows
Document Management & Compliance12%- Document lifecycle
- Audit trails and reporting
- Regulatory requirements
Client Onboarding & Account Management20%- Customer data management
- Multi-entity account structures
- KYC and regulatory compliance

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False: Collateral Type is optional.

A) False
B) True


2. Which one of the following is NOT a tab available on your Homepage toolbar?

A) Loans
B) Reports
C) Summary
D) Overview


3. True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.

A) False
B) True


4. Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?

A) Loan Term (Months)
B) Amortized Terms (Months)
C) Index
D) Loan Amount
E) First Payment Date


5. True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

A) False
B) True


Solutions:

Question # 1
Answer: A
Question # 2
Answer: C
Question # 3
Answer: B
Question # 4
Answer: C
Question # 5
Answer: A

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