Last Updated: Sep 06, 2026
No. of Questions: 153 Questions & Answers with Testing Engine
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| Section | Objectives |
|---|---|
| Topic 1: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
| Topic 2: Commercial Banking Fundamentals | - Commercial Banking Managers - Account types and banking regulations - Relationship Officers - Credit Analysts |
| Topic 3: Trade Finance | - Letters of credit - Export financing - Guarantees - International trade finance goods and services |
| Topic 4: Cash Management Services | - Cash management services provided to commercial clients |
Question 1
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
Question 2
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
A. Is Ready Review
B. None of the above
C. Loan Number
D. In Review
Question 3
Which of the following ways can a Loan be created in nCino (Select 2)
A. New Loan Product button from Relationship
B. Converting a Lead to a Loan
C. New Loan Product button from Relationship
D. Adding from Entity involvement related list
Question 4
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. Sharing
C. Credit Memo
D. Manage Customer Portal
Question 5
Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A. Product Package
B. Credit Memo
C. Spreads
D. Rate Structure
Solutions:
| Question 1 Answer: C | Question 2 Answer: A | Question 3 Answer: B | Question 4 Answer: A | Question 5 Answer: A |
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