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| Section | Objectives |
|---|---|
| Topic 1: nCino Platform Functional Usage | - Workflow Configuration - Customer & Account Management - Document Management and Compliance Tracking |
| Topic 2: Commercial Banking Fundamentals | - Roles in Commercial Banking - Account Structures and Banking Operations - Banking Regulations Overview |
| Topic 3: Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
| Topic 4: Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Loan Types and Structures - Credit Risk Assessment |
| Topic 5: Trade Finance | - Export / Import Financing - Bank Guarantees - Letters of Credit |
1. Which process gives you the most similar view of nCino on your mobile device?
A) Browser
B) Salesforce1 App
2. Which of the following ways can a Loan be created in nCino? (Select Two)
A) New Loan Product button from Relationship
B) Adding from Entity Involvement Related List
C) Collateral Management Manage Collateral Button
D) Converting a Lead to a Loan
3. True or False: Collateral Type is optional.
A) False
B) True
4. True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.
A) False
B) True
5. Which section of your homepage can be configured to show the reports you choose to have displayed?
A) Calendar
B) My Tasks
C) Dashboard
D) Contacts
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A,C | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: C |
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