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SalesforcenCino 201 Commercial Banking Functional Exam

Last Update 5 hours ago Total Questions : 169

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Question # 21

What icon represents a Relationship record in nCino?

A.

Money Bag

B.

Small Green Man

C.

Coin

D.

Folder

Question # 22

True of False? The relationship statistics section comes with a default collection of exposure calculations.

A.

False

B.

True

Question # 23

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

A.

Aggregation of Loans and ancillary data (Fees, Collateral, etc.)

B.

Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)

C.

Manage Relationship Statistics

D.

Unified Credit Memo and Forms Gen

Question # 24

Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?

A.

Collateral Coverage Ratio

B.

Collateral Pledged

C.

Complex Collateral

D.

Loan Ratio

Question # 25

True or False: List views should be created for each Stage on the Loan Object.

A.

True

B.

False

Question # 26

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

A.

Leads

B.

Connections

C.

Contacts

D.

Overview

Question # 27

True or False? It is NOT important to have a corresponding customer request/permission before attempting to data load.

A.

True

B.

False

Question # 28

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

A.

Contact

B.

Lead

C.

Loan

D.

Relationship

E.

All of the above

Question # 29

True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.

A.

True

B.

False

Question # 30

After you begin Spreading, what is the first step a user must complete before adding income statements?

A.

Export the bundle

B.

Set Fiscal Year End

C.

Check the Common Sizing box

D.

Select number of months in a period

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