YEN TE LEE

Jumbo Team (Semiconductor Industry Center)

• Assist in the development and maintenance of corporate banking services for clients including the Yageo Group, WPG Holdings, TXC Corporation, and their subsidiaries. Responsibilities include1)Quoting deposit and loan rates、2)Handling administrative documentation (e.g., DBU/OBU seal changes)、3)Preparing visitor documents (pre-meeting material collection and post-meeting call report drafting).
• Assist in completing credit application processes (for new, increased, extended, or modified cases). Responsibilities include 1)Preparing presentation materials for credit committee meetings、2)Drafting credit proposals and credit reports (including financial and industry analysis)、3)Sending out loan approval notices.
• Manage routine tasks, including1)Processing official approvals for irregular transactions (e.g., AR/OA loans)、2)Handling fee waivers for outward/inward remittances、3)Sending out documents such as time deposit certificates and fax transaction application forms.

2-Year Job Rotation – Business Division (1.25 years in MM/Jumbo Team; 0.75 years in Credit Investigation Department)

• Assisted in the development and maintenance of corporate/commercial banking services, serving clients including mid-sized enterprises and electronics companies such as BizLink and Tripod Technology. Successfully passed the job rotation evaluation within the business unit.
• Passed the financial analysis certification exam and completed over 20 credit reports during the rotation period.
• Handled routine tasks, including1)Submitting applications for SME credit guarantees and real estate appraisals、2)Sending out fax transaction instructions, time deposit certificates, and loan approval notices、3)Drafting credit facility tables and tracking case progress