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Updated: Jul 29, 2026
Q & A: 153 Questions and Answers
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| Section | Objectives |
|---|---|
| Commercial Lending & Credit Analysis | - Credit Risk Assessment - Loan Types and Structures - Loan Approval Workflow in nCino |
| Commercial Banking Fundamentals | - Account Structures and Banking Operations - Roles in Commercial Banking - Banking Regulations Overview |
| Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Customer & Account Management - Workflow Configuration |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
1. Which Selection is NOT a Modification Frequency Value that can be set per index?
A) Adjusted Yearly
B) Adjusted Hourly
C) Adjusted as needed
D) Adjusted Daily
2. What is configured that determines the approval process a record will go through?
A) Final approval action
B) Original Step
C) Entry Criteria
D) Beginning Process
3. Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)
A) Custom Settings
B) Field Sets
C) All options listed are correct
D) Permission sets
4. Which of the following object are commonly referred to as "Ticklers":
A) Events
B) Covenant Management
C) Covenant Compliance
D) Loan Covenants
5. True or False? Collateral Placeholders can be imported into Loan Documan.
A) False
B) True
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: C | Question # 5 Answer: B |
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