BMO U.S.

Loan Specialist

• Support mortgage quality review to verify vendor's underwriting practice following BMO’s requirements
• Execute work and audit files to ensure timely, accurate, and efficient service delivery
• Ensure consistent, high-quality practices/work and achievement of business results
• Analyze root causes of any errors discovered during underwriting to provide effective communication and coaching
• Propose new solutions and think creatively
• Work mostly independently and may receive broader work or accountabilities as needed

Loan Quality Control Specialist, Underwriter

Financial Planning and Analysis

• Provides financial and investment planning and advice in collaboration with other team members.
• Determines client needs and provides solutions through the sales of managed products and services.
• Implements business development strategies to acquire new business.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
• Implements a relationship management plan in collaboration with the lead relationship manager.

Financial Advisor

IT Support

• Conduct audit engagements for Personal and Business Banking (P&BB) and Credit
• Assess management and internal control processes
• Approve nature, extent, and timing of audits
• Provide insights on issues to assist management
• Identify unacceptable/high risk circumstances that could affect profitability or reputation
• Provide independent assurance on internal control and risk management systems
• Develop annual audit plans
• Conduct advisory engagements and identify impacts of changing strategies on audit services
• Utilize data analytics to improve quality and efficiencies

Audit Manager – U.S. P&BB and Credit

Learning and Development

• Identifies business needs and delivers effective, performance-focused learning solutions aligned to both the Early Talent & Onboarding and Technology & AI Enablement strategies.
• Designs, develops, and manages learning programs to build capability, drive performance outcomes, and support strategic priorities.
• Assists in facilitation and delivery of learning programs for leaders and employees.
• Analyzes learning data and program performance to generate insights and recommendations.

Senior Specialist, Learning Design – Delivery

Product Designer

• Plans, designs, and develops learning and performance-focused solutions
• Develops solutions and makes recommendations based on understanding of business strategy
• Designs and develops solutions that advance human performance
• Builds change management plans and manages vendor relationships

Senior Learning & Experience Designer

Sales

• Charged with execution of the Premier Banking strategy across the Western U.S.
• Deliver a differentiated Premier client experience that drives satisfaction, loyalty, and retention through a client first leadership mindset
• Build strong market presence through community engagement and senior-level relationship management
• Establish clear sales priorities, optimize resource allocation, and ensure consistent execution across markets
• Drive new business acquisition and deepen share of wallet across lending, deposits, and investment solutions
• Hold Market Leaders accountable for performance outcomes, process alignment, and sales effectiveness
• Partner with enterprise stakeholders to enhance product offerings, processes, and distribution strategies
• Ensure strong governance, credit discipline, and adherence to all regulatory and compliance requirements

Head Premier Sales

Security Engineer

• Drive the overall software development lifecycle including working across functional teams to transform requirements into features
• Manage development teams and processes, and conduct software testing and maintenance
• Support system design and provide advice on security requirements
• Debug business systems and service applications
• Analyze, develop, test, and implement new software programs
• Document entire software development life cycle execution
• Perform preventative and corrective maintenance, troubleshooting and fault rectification of systems
• Ensure code/configurations adhere to security, logging, error handling, and performance standards

Junior Cyber Security Developer

Risk

• Conducts audit engagements to assess management and internal control processes
• Reports on audits to provide insights on issues for management
• Provides independent assurance on internal control and governance systems
• Collaborates with stakeholders to evaluate and direct changes to audit procedures
• Develops annual audit plan aligned to strategies and tactics based on operating risks

Senior Data Governance Audit Manager – IT Applications

Account Manager

• Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets
• Identify opportunities, structure complex lending solutions, and deliver exceptional client experiences
• Acts as an escalation point for complex client issues and maintains strong client relationships
• Develops new business by contacting prospects and clients, and cross-selling Bank products and services
• Reviews loan applications and cash management service agreements for accuracy and completeness
• Prepares reports on team performance and market trends for senior executives

Relationship Manager

• Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans.
• Makes credit decisions and recommendations in compliance with bank policies.
• Performs financial analysis and calculations to assess client creditworthiness.
• Utilizes financial models and analytical tools to assess client repayment capacity.
• Supports portfolio monitoring and compliance to identify deteriorating credit conditions.
• Develops proposals to capture new business and expand client relationships.

Associate, Commercial Banking – Dealer Finance

Operations

• Collaborate in planning, executing, and reporting on compliance testing
• Identify areas where controls may be weak, missing, or where new risks are emerging
• Monitor the progress of remediation efforts and validate closure of identified issues
• Carry out manual and automated tests to verify compliance with standards and regulations
• Drive strategic planning and execution by influencing stakeholders and contributing to initiatives
• Build and align strong relationships with stakeholders to ensure coordinated delivery
• Lead communication planning and change management by creating tailored messaging

Lead – Operations Control Testing

Vice President

• Analyze credit information and financial performance to support lending decisions across a portfolio of middle-market clients
• Structure and negotiate loan terms, aligning client needs with bank risk appetite, credit policies, and regulatory standards
• Assess repayment capacity through detailed financial modeling and recommend appropriate structures, pricing, and collateral
• Prepare and present credit recommendations, synthesizing financial, industry, and risk insights into clear, actionable approvals
• Proactively monitor portfolio performance, identifying early warning signals and implementing corrective actions as needed
• Optimize portfolio returns by assessing capital allocation and client profitability relative to ROE targets

VP, Commercial Banking Portfolio Manager

Accounting Manager

• Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and financial governance.
• Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance.
• Builds effective relationships with internal/external stakeholders.
• Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages.
• Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards.
• Provides information and supports the process for internal (e.g. corporate and SOX) and external audits.
• Reviews supporting documentation, escalating areas of concern and making any necessary amendments.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Organizes work information to ensure accuracy and completeness.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Develops knowledge related to business / group accounting requirements and standards.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Senior Associate, Accounting Support

Administrative Assistant

• Provides a variety of general office support services and clerical tasks to support one or more business groups and facilitate group operations.
• Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls.
• Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Prepares funding approval requests for department projects.
• Tracks, verifies, and processes department budget and capital expenditure invoices.
• Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Schedules meetings and coordinates applicable audio-visual equipment, catering, room setup, and conference calls.
• Books travel arrangements and prepares itineraries for management.
• Answers central phone lines, responds to and resolves or escalates inquiries for resolution.

Private Wealth Administrative Assistant, Co-op/Internship, 4 months

Manager

• Provide advisory support to risk assessments, control design, and issue identification and remediation
• Communicate and support activities related to new or updated regulatory requirements
• Oversee various Enterprise risk program execution against defined requirements
• Drive design, enhancement, and oversight of the Process, Risk & Control (PRC) environment
• Leverage data analytics and insights to identify emerging risks