Last Updated: Aug 11, 2026
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| Section | Objectives |
|---|---|
| Topic 1: Trade Finance | - Export financing - Letters of credit - Guarantees - International trade finance goods and services |
| Topic 2: Commercial Banking Fundamentals | - Commercial Banking Managers - Account types and banking regulations - Relationship Officers - Credit Analysts |
| Topic 3: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 4: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
1. Collateral pledged impacts which calculation?
A) Loan to value
B) Debt Service coverage ratio
C) Available lendable value
D) None of the above
2. When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?
A) Section Order
B) Widget Order
C) Render Order
D) Display Order
3. True or False? Collateral Placeholders can be imported into Loan Documan.
A) False
B) True
4. You can use the Log a Call function on which of the following pages
A) Contact
B) Lead
C) All of the above
D) Relationship
E) Loan
5. Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
A) Complex Collateral
B) Collateral Coverage Ratio
C) Loan Ratio
D) Collateral Pledged
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: D | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: B |
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