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| Section | Objectives |
|---|---|
| Commercial Banking Fundamentals | - Account types and banking regulations - Credit Analysts - Commercial Banking Managers - Relationship Officers |
| Cash Management Services | - Cash management services provided to commercial clients |
| Commercial Lending | - Credit analysis - Risk assessment - Loan types |
| Trade Finance | - Letters of credit - Guarantees - International trade finance goods and services - Export financing |
1. Which fields must be filled out when converting a Lead to a Loan?
A) Product Information
B) Customer Contact Information
C) Relationship and Loan Lookups
D) Related Entities
2. 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
3. What icon represents a Relationship record in nCino?
A) Small Green Man
B) Coin
C) Money Bag
D) Folder
4. True of False? Risk rating can include both qualitative and quantitative values.
A) False
B) True
5. True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
A) False
B) True
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: B | Question # 5 Answer: A |
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