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201-Commercial-Banking-Functional SalesforcenCino 201 Commercial Banking Functional Exam Free Practice Exam Questions (2025 Updated)

Prepare effectively for your Salesforce 201-Commercial-Banking-Functional SalesforcenCino 201 Commercial Banking Functional Exam certification with our extensive collection of free, high-quality practice questions. Each question is designed to mirror the actual exam format and objectives, complete with comprehensive answers and detailed explanations. Our materials are regularly updated for 2025, ensuring you have the most current resources to build confidence and succeed on your first attempt.

How do I Modify/Renew a Loan from Product Package?

A.

Credit Actions button

B.

Navigate to loan and then modify/renew

C.

Manage Loan button

D.

Bulk Actions button

True or False? A Loan converts to a lead through the "Convert to nCino" button.

A.

True

B.

False

What determines the available choices of Product Line, Product Type, and Product picklists?

A.

Field Level Security

B.

Field Dependencies

C.

Clickback protection

D.

Workflow + Field update

The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

A.

Loan Status

B.

Loan Stage

C.

Loan Amount

D.

Loan Product

Which SOQL Query would return all Loan ID's?

A.

SELECT ID, FROM LLC_BI__LOAN__C

B.

SELECT ID FROM LLC_BI__LOAN__C

C.

SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C

When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?

A.

SObjectScreenResource

B.

ConfiguredSObjectScreenResource

C.

MappedSObjectHierarchyScreenResource

D.

MappedSObjectScreenResource

True or False? Appending 'tool-' or 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.

A.

True

B.

False

When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?

A.

Spreads was configured incorrectly

B.

Missing Underwriting Permission Set

C.

Field level security is too high

D.

They are not an administrator

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

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

A.

Customize Rating Worksheets

B.

Allows use of an Approval Process to manage requests

C.

Automatically updates all Rating Worksheets

D.

Customize Rating Worksheets

True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

A.

True

B.

False

Where should an end user begin spreading from?

A.

Loan

B.

Relationship

C.

Primary Contact

D.

Credit Memo Summary Page

In the nCino UI, bold contents contained within a field denotes data:

A.

That has recently been saved

B.

That has been entered but not yet saved

C.

That is incorrect value for the field type it is entered in

D.

That is used in a formula field elsewhere in the system

True of False? By default, the total exposure includes any proposed direct or indirect exposure.

A.

True

B.

False

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

True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.

A.

True

B.

False

When configuring Loan Team Member alerts, what workflow action is utilized?

A.

Outbound message

B.

Email alert

C.

Field update

D.

Create task

True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.

A.

True

B.

False

True or False? You can access your dashboards using the Salesforce1 mobile app.

A.

False

B.

True

What objects are standard supported for Document Manager?

A.

-Loan

B.

-Relationship

C.

-Deposits

D.

-Collateral

E.

-Treasury Services

F.

-Product Package

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