Salesforce 201 Commercial Banking Functional Exam Questions Instant Access

Question 1

You can use the Log a Call function on which of the following pages

AContact

BLead

CLoan

DRelationship

EAll of the above

Answer : E

Question 2

The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

ALeads

BConnections

CContacts

DOverview

Answer : C

Question 3

You can create a new task off of which of the following objects?

AChange Memo

BLoan Modification

CRisk Rating

DCovenant

EAll of the above

Answer : E

Question 4

Which of the following ways can a Loan be created in nCino (Select 2)

AConverting a Lead to a Loan

BAdding from Entity involvement related list

CNew Loan Product button from Relationship

DNew Loan Product button from Relationship

Answer : A

Question 5

Covenant Compliance records are generated until:

Athe Status is changed

BA user deactivates the Covenant Management record

CAll associated Loans are in the Booked Stage

DAll Associated Loans are in the Complete Stage

Answer : C

Question 6

Where can the Interest Accrual Method be changed?

AProduct Line

BManage Rates Tab

CProduct Type

DIndex

Answer : A

Question 7

How Does nCino use Risk Rating? (Choose 2 answers)

ACustomize Rating Worksheets

BAllows use of an Approval Process to manage requests

CAutomatically updates all Rating Worksheets

DCustomize Rating Worksheets

Answer : B

Salesforce nCino 201 Commercial Banking Functional Exam 201 Commercial Banking Functional Exam Questions