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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

Where can the Interest Accrual Method be changed?

A. Product Line
B. Index
C. Product Type
D. Manage Rates Tab


Question 2

To use RLTV, financial institutions need to ensure they currently use which of the following features?

A. None ofthe above
B. Total Exposure
C. Enhanced Collateral Management
D. Both Enhanced Collateral Management and Total Exposure


Question 3

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

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


Question 4

True or False? The Loan Exception file catches loan duplicates from coming into the system.

A. False
B. True


Question 5

True or False? An approval process can fire email alerts to groups of users.

A. False
B. True


Solutions:

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

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