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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Application intake and processing - Underwriting workflows |
| Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Access control and permissions - Contact and stakeholder mapping |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A) Credit Memo
B) Rate Structure
C) Product Package
D) Spreads
2. True or False? Collateral Placeholders can be imported into Loan Documan.
A) False
B) True
3. The 'Decline Loan' button is at the top of the ______ page.
A) Relationship
B) Contact
C) Loan
D) Lead
4. 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
5. Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?
A) Appraisal
B) Credit Card Late Payment Charge
C) Loan Origination
D) Attorney
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: B |



