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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

A) True
B) False


2. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) Calendar
B) Contacts
C) My Tasks
D) Dashboard


3. Collateral pledged impacts which calculation?

A) Debt Service coverage ratio
B) None of the above
C) Loan to value
D) Available lendable value


4. The Product Catalog is configured on the back end by using what tool?

A) Copy Loan Plus Tool
B) Standard Cloner Tool
C) DM Admin Tool
D) Document Manager Tab


5. When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?

A) Widget Order
B) Render Order
C) Display Order
D) Section Order


Solutions:

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

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