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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Trade Finance | - Guarantees - Letters of credit - Export financing - International trade finance goods and services |
| Commercial Banking Fundamentals | - Account types and banking regulations - Commercial Banking Managers - Relationship Officers - Credit Analysts |
| Cash Management Services | - Cash management services provided to commercial clients |
| Commercial Lending | - Risk assessment - Credit analysis - Loan types |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
A) Complex Collateral
B) Loan Ratio
C) Collateral Coverage Ratio
D) Collateral Pledged
2. To use RLTV, financial institutions need to ensure they currently use which of the following features?
A) Both Enhanced Collateral Management and Total Exposure
B) Total Exposure
C) None ofthe above
D) Enhanced Collateral Management
3. What tab should an admin navigate to for configuring Document Manager?
A) Reports
B) Docman Configuration Tool Suite
C) nCino Administration
D) Home
E) DM Admin
4. What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
A) Loan Number
B) Is Ready Review
C) In Review
D) None of the above
5. What determines the available choices of Product Line, Product Type, and Product picklists?
A) Clickback protection
B) Workflow + Field update
C) Field Level Security
D) Field Dependencies
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: D |
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