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| Section | Objectives |
|---|---|
| Commercial Banking Fundamentals | - Roles in Commercial Banking - Account Structures and Banking Operations - Banking Regulations Overview |
| nCino Platform Functional Usage | - Workflow Configuration - Document Management and Compliance Tracking - Customer & Account Management |
| Commercial Lending & Credit Analysis | - Loan Types and Structures - Credit Risk Assessment - Loan Approval Workflow in nCino |
| Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
| Cash Management Services | - Payment and Liquidity Management - Corporate Cash Management Products |
Question 1
Nodes in the Overview Tab can be directed to which of the following?
A. A specific List View or a specific Dashboard
B. The Loan Object or the Dashboard Object
C. A specific List View or a specific Report
D. The Loan Object or the the Report Object
Question 2
How do I Modify/Renew a Loan from Product Package?
A. Manage Loan button
B. Credit Actions button
C. Bulk Actions button
D. Navigate to loan and then modify/renew
Question 3
True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.
A. True
B. False
Question 4
Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
A. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
B. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'
C. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC'
D. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
Question 5
True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.
A. True
B. False
Solutions:
| Question 1 Answer: C | Question 2 Answer: B | Question 3 Answer: A | Question 4 Answer: C | Question 5 Answer: A |
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