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| Section | Weight | Objectives |
|---|---|---|
| Loan Origination & Underwriting | 18% | - Application intake and processing - Underwriting workflows - Credit analysis and financial statements |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
| Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Product catalog setup - Commercial loan and deposit products |
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Access control and permissions - Contact and stakeholder mapping |
Covenant Compliance records are generated until:
Correct Answer: B 🗳️
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
Correct Answer: A,B,C 🗳️
Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
Correct Answer: A 🗳️
What is the name of the junction object that typically ties Loans to Relationships and Deposits?
Correct Answer: D 🗳️
What is the proper way to enter in a weight value of 50 percent for Risk Grade?
Correct Answer: C 🗳️
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