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Exam Code: 201-Commercial-Banking-Functional
Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
Updated: Sep 03, 2026
Q & A: 153 Questions and Answers
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Document Management & Compliance | 12% | - Regulatory requirements - Document lifecycle - Audit trails and reporting |
| Topic 2: Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Contact and stakeholder mapping - Organizational relationships |
| Topic 3: Client Onboarding & Account Management | 20% | - Multi-entity account structures - Customer data management - KYC and regulatory compliance |
| Topic 4: Loan Origination & Underwriting | 18% | - Underwriting workflows - Application intake and processing - Credit analysis and financial statements |
| Topic 5: Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Topic 6: Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Product catalog setup - Rate, fee and payment structures |
Question 1
When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?
A. Include Collateral Hierarchy
B. Include Collateral Children
C. Advance Rate
D. Quantity
E. Bulk Update
Question 2
Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
A. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'
B. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
C. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
D. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC'
Question 3
Which Selection is NOT a Modification Frequency Value that can be set per index?
A. Adjusted Daily
B. Adjusted as needed
C. Adjusted Yearly
D. Adjusted Hourly
Question 4
Which of the following functions are available with the Schedule an Event feature?
A. Create a time block on your calendar for the event
B. Create an All Day Event
C. Create a Recurring Event
D. All of the above
Question 5
True or False: Collateral Type is optional.
A. False
B. True
Solutions:
| Question 1 Answer: B | Question 2 Answer: D | Question 3 Answer: A | Question 4 Answer: D | Question 5 Answer: A |
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