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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Topic 2: Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Application intake and processing - Underwriting workflows |
| Topic 3: Document Management & Compliance | 12% | - Audit trails and reporting - Regulatory requirements - Document lifecycle |
| Topic 4: Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Organizational relationships - Contact and stakeholder mapping |
| Topic 5: Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Collateral tracking and valuation - Complex credit structures |
| Topic 6: Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
Question 1
In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?
A. Default App
B. Record Type
C. Product Line
D. Principal Balance
Question 2
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
A. False
B. True
Question 3
What icon represents a Relationship record in nCino?
A. Folder
B. Coin
C. Money Bag
D. Small Green Man
Question 4
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 12345R-1 loan's loan number when the 12345R-1 loan books?
A. The loan is deleted
B. The loan number for loan 12345R-1 is updated to 12345_ORG
C. Loan 12345R-1 updates to 12345R-2
D. The R-1 appendage on loan 12345R-1 is removed
Question 5
True of False? The relationship statistics section comes with a default collection of exposure calculations.
A. False
B. True
Solutions:
| Question 1 Answer: C | Question 2 Answer: A | Question 3 Answer: A | Question 4 Answer: D | Question 5 Answer: B |
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