• Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Certification Provider: Salesforce
  • Corresponding Certification:nCino Certification
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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which SOQL Query would return all Loan ID's?

A) SELECT ID, FROM LLC_BI__LOAN__C
B) SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C
C) SELECT ID FROM LLC_BI__LOAN__C


2. Which nCino feature is required to be utilized when setting up multi-tiered loan structure?

A) Spreads
B) Rate Structure
C) Credit Memo
D) Product Package


3. When are notifications sent out after a loan is approved or rejected?

A) Weekly
B) Automatically
C) Daily
D) Monthly


4. Nodes in the Overview Tab can be directed to which of the following?

A) A specific List View or a specific Report
B) A specific List View or a specific Dashboard
C) The Loan Object or the Dashboard Object
D) The Loan Object or the the Report Object


5. What tab should be navigated to for Docman Configuration?

A) Docman Configuration Tool Suite
B) Reports
C) DM Administration
D) nCino Administration
E) Home


Solutions:

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

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