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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Unified Credit Memo and Forms Gen
B) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
C) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
D) Manage Relationship Statistics


2. What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?

A) Status
B) Custom Settings
C) Stage
D) Product State Config


3. The nCino solution is compatible with Salesforce Lightning user experience.

A) False
B) True


4. What tab should an admin navigate to for configuring Document Manager?

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


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: A,B,C
Question # 2
Answer: A,B,C,D
Question # 3
Answer: B
Question # 4
Answer: D
Question # 5
Answer: D

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