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Salesforce 201-Commercial-Banking-Functional - SalesforcenCino 201 Commercial Banking Functional Exam

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

A.

True

B.

False

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

Which of the following is a Data Loader option?

A.

Side Slide

B.

Update

C.

Check and Return

D.

Secondary Delete

Where should an end user begin spreading from?

A.

Loan

B.

Relationship

C.

Primary Contact

D.

Credit Memo Summary Page

Which of the following functions are available with the Schedule an Event feature?

A.

Create an All Day Event

B.

Create a Recurring Event

C.

Create a time block on your calendar for the event

D.

All of the above

To use RLTV, financial institutions need to ensure they currently use which of the following features?

A.

Both Enhanced Collateral Management and Total Exposure

B.

Enhanced Collateral Management

C.

Total Exposure

D.

None ofthe above

True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.

A.

True

B.

False

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

A.

True

B.

False

From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)

A.

Sub Limit

B.

Current Takedown

C.

Main

D.

Limit

Which Selection is NOT a Modification Frequency Value that can be set per index?

A.

Adjusted Yearly

B.

Adjusted as needed

C.

Adjusted Daily

D.

Adjusted Hourly