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| Section | Objectives |
|---|---|
| Commercial Lending | - Risk assessment - Loan types - Credit analysis |
| Commercial Banking Fundamentals | - Relationship Officers - Credit Analysts - Account types and banking regulations - Commercial Banking Managers |
| Trade Finance | - Export financing - Guarantees - Letters of credit - International trade finance goods and services |
| Cash Management Services | - Cash management services provided to commercial clients |
1. How do I Modify/Renew a Loan from Product Package?
A) Navigate to loan and then modify/renew
B) Credit Actions button
C) Manage Loan button
D) Bulk Actions button
2. When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A) Check with the knowledge team to make sure the article is up to date
B) Create the field
C) Click edit page layout and search for the missing field
D) Chatter your team lead
3. For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?
A) New Limit/Sub/Takedown
B) Credit Memo
C) Sharing
D) Manage Customer Portal
4. Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A) Rate Structure
B) Credit Memo
C) Product Package
D) Spreads
5. Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?
A) The Main Navigation
B) In the Magic Wand
C) The Secondary Navigation
D) It won't render because it doesn't have a Parent Route
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: A | Question # 4 Answer: C | Question # 5 Answer: A |
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