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Last Updated: Aug 21, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Product Configuration & Pricing | 15% | - Product catalog setup - Commercial loan and deposit products - Rate, fee and payment structures |
| Topic 2: Document Management & Compliance | 12% | - Document lifecycle - Regulatory requirements - Audit trails and reporting |
| Topic 3: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Covenant monitoring - Complex credit structures |
| Topic 4: Loan Origination & Underwriting | 18% | - Underwriting workflows - Credit analysis and financial statements - Application intake and processing |
| Topic 5: Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Access control and permissions - Contact and stakeholder mapping |
| Topic 6: Client Onboarding & Account Management | 20% | - Multi-entity account structures - KYC and regulatory compliance - Customer data management |
1. How can you calculate a risk rating (Select 2)?
A) Template
B) Narratives
C) Quantitative
D) Qualitative
2. When configuring the form template, which of the following items are nCino's recommended best practices?
A) Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
B) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
C) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
D) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
3. Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?
A) Loan Term (Months)
B) Index
C) First Payment Date
D) Loan Amount
E) Amortized Terms (Months)
4. True or False? You can add Fees from Product Package.
A) True
B) False
5. What determines the available choices of Product Line, Product Type, and Product picklists?
A) Field Level Security
B) Workflow + Field update
C) Clickback protection
D) Field Dependencies
Solutions:
| Question # 1 Answer: C,D | Question # 2 Answer: A,B,C,D | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: D |
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