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

SectionObjectives
Topic 1: Cash Management Services- Cash management services provided to commercial clients
Topic 2: Commercial Lending- Loan types
- Credit analysis
- Risk assessment
Topic 3: Trade Finance- Export financing
- Letters of credit
- Guarantees
- International trade finance goods and services
Topic 4: Commercial Banking Fundamentals- Commercial Banking Managers
- Credit Analysts
- Relationship Officers
- Account types and banking regulations

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.

A) True
B) False


2. To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

A) True
B) False


3. True or False: A Loan that is processed through nCino will typically go through multiple approval processes.

A) True
B) False


4. Which fields must be filled out when converting a Lead to a Loan?

A) Related Entities
B) Product Information
C) Customer Contact Information
D) Relationship and Loan Lookups


5. True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

A) True
B) False


Solutions:

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

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