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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Loan Origination & Underwriting | 18% | - Underwriting workflows - Credit analysis and financial statements - Application intake and processing |
| Topic 2: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
| Topic 3: Product Configuration & Pricing | 15% | - Product catalog setup - Rate, fee and payment structures - Commercial loan and deposit products |
| Topic 4: Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Topic 5: Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Topic 6: Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Multi-entity account structures - Customer data management |
Question 1
What objects are standard supported for Document Manager?
A. Product Package
B. Relationship
C. Deposits
D. Collateral
E. Treasury Services
F. All of the Above
G. Loan
Question 2
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. It won't render because it doesn't have a Parent Route
B. The Main Navigation
C. In the Magic Wand
D. The Secondary Navigation
Question 3
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 original loan's loan number when the 12345R-1 books?
A. All appendages are removed from the original loan's loan number
B. R-2 is appended to the original loan's loan number
C. _ORG is appended to the original loan's loan number
D. The original loan is deleted
Question 4
To use RLTV, financial institutions need to ensure they currently use which of the following features?
A. Total Exposure
B. Both Enhanced Collateral Management and Total Exposure
C. None ofthe above
D. Enhanced Collateral Management
Question 5
The nCino solution is compatible with Salesforce Lightning user experience.
A. False
B. True
Solutions:
| Question 1 Answer: F | Question 2 Answer: B | Question 3 Answer: C | Question 4 Answer: D | Question 5 Answer: B |
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