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| Section | Objectives |
|---|---|
| Commercial Banking Fundamentals | - Account Structures and Banking Operations - Roles in Commercial Banking - Banking Regulations Overview |
| nCino Platform Functional Usage | - Workflow Configuration - Document Management and Compliance Tracking - Customer & Account Management |
| Commercial Lending & Credit Analysis | - Credit Risk Assessment - Loan Approval Workflow in nCino - Loan Types and Structures |
| Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
1. True of False? By default, the total exposure includes any proposed direct or indirect exposure.
A) True
B) False
2. True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.
A) True
B) False
3. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
A) True
B) False
4. What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?
A) Product State Config
B) Stage
C) Custom Settings
D) Status
5. Which Risk Grade Factor Type would you use for a number based selection?
A) Unit
B) Qualitative
C) Quantitative
D) Template
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A,B,C,D | Question # 5 Answer: C |
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