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Salesforce nCino 201 Commercial Banking Functional Certification Exam is a certification program designed for professionals who are interested in demonstrating their expertise in Salesforce nCino Commercial Banking solutions. Salesforce nCino 201 Commercial Banking Functional Exam certification program is designed to test the candidates' knowledge and skills in various areas such as sales, marketing, customer service, and financial management. Salesforce nCino 201 Commercial Banking Functional Exam certification is ideal for professionals who are involved in the commercial banking sector and want to enhance their knowledge and skills in Salesforce nCino.
The Salesforce 201-Commercial-Banking-Functional exam covers a range of topics, including loan origination, underwriting, servicing, portfolio management, and analytics. Candidates will be tested on their ability to configure nCino to meet specific business requirements, and their knowledge of best practices for implementing nCino in a commercial banking environment. Upon passing the exam, candidates will receive the Salesforce Certified nCino Commercial Banking Functional Consultant credential, which is recognized as a mark of excellence in the industry.
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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Multi-entity account structures - Customer data management |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Collateral tracking and valuation - Covenant monitoring |
| Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
| Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Underwriting workflows - Application intake and processing |
| Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Product catalog setup - Commercial loan and deposit products |
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Access control and permissions - Organizational relationships |
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