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Exam Code: 201-Commercial-Banking-Functional
Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
Updated: Sep 19, 2026
Q & A: 153 Questions and Answers
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| Section | Objectives |
|---|---|
| Topic 1: Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
| Topic 2: Commercial Lending & Credit Analysis | - Loan Types and Structures - Credit Risk Assessment - Loan Approval Workflow in nCino |
| Topic 3: Trade Finance | - Export / Import Financing - Bank Guarantees - Letters of Credit |
| Topic 4: nCino Platform Functional Usage | - Customer & Account Management - Workflow Configuration - Document Management and Compliance Tracking |
| Topic 5: Commercial Banking Fundamentals | - Banking Regulations Overview - Account Structures and Banking Operations - Roles in Commercial Banking |
True or False: When Creating a New Route you should always click the New Button.
Correct Answer: B 🗳️
What tab should an admin navigate to for configuring Document Manager?
Correct Answer: E 🗳️
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
Correct Answer: C 🗳️
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?
Correct Answer: C 🗳️
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
Correct Answer: D 🗳️
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