BMO U.S.

• Support the team responsible for regulatory reporting data and systems • Serve as a subject matter expert by providing guidance on technical solutions to enhance regulatory reporting accuracy and efficiency • Conducts in-depth data dependent analyses of key data required for regulatory reporting • Perform prescribed analysis and ad hoc portfolio monitoring/reporting activities • Participates in and/or lead initiatives designed to improve existing controls and processes or create new controls and processes to ensure accuracy of the data used for regulatory reporting • Provide leadership, training, coaching and mentoring of team members within the data analytics and reporting group • Build interdependent teams that collaborate across functional and operating groups

• Collaborates in the review and evaluation of delinquent, high risk, or written-off accounts for possible collections opportunities • Advises customers on payment strategies and products • Fulfills sales and service activities • Builds interdependent teams that collaborate across functional groups • Attracts, retains, and enables career development of top talent • Addresses complex escalated customer requests and transactions • Executes established loss mitigation processes • Develops action plans and solutions to maximize recovery

• Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements • Respond to client inquiries, issues, and requests in a professional and timely manner • Review submitted documents, identify gaps, and guide clients on next steps to ensure completion • Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams • Escalate complex or unresolved issues to senior team members when required • Accurately document all client interactions and ensure updates are recorded in accordance with procedures • Maintain confidentiality of client and Bank information at all times • Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements • Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements • Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients • Complete assigned tasks within defined guidelines and escalate issues as needed

• Cultivates, builds, and manages relationships with a referral network for mortgage business • Actively identifies sales opportunities and refers to BMO colleagues as appropriate • Develops and executes effective marketing and sales programs • Ensures alignment between values and behaviour fostering diversity and inclusion • Develops mortgage referral and origination strategies for profitability • Participates in events to foster a positive image of the Bank • Monitors service levels and resolves issues • Develops and manages core business processes

• BMO is looking for a Senior level Controls/Compliance Analyst • Knowledge and experience testing Project Management, Service Delivery, and SDLC controls • Executes testing to provide insights and recommendations on test results • Provides advice and guidance on control effectiveness, program compliance and issue descriptions • Analyzes data and information to provide insights and recommendations

• Own and manage the full M365 ecosystem, including SharePoint, OneDrive, Teams, Exchange Online, and identity/security integrations with on‑prem Active Directory and Entra ID • Ensure platform reliability, availability, tenant hygiene, configuration currency, and alignment with enterprise security and compliance policies • Lead Tier‑3 level engineering tasks, service hardening, integration enablement, and support migrations or onboarding of workloads to M365 • Design, build, and maintain Power Platform environments (Dev/Test/Prod), including Dataverse‑enabled environments, in alignment with M365 Engineering standards • Implement AI‑enabled or Copilot‑related features where appropriate, following environment configuration practices • Implement and maintain Power Platform governance (security, DLP, connector access, licensing alignment, audit requirements)

• Develops, promotes, maintains and manages an assigned business/group vendor management program • Performs periodic reviews, analyzing program outcomes, providing insights and making recommendations for enhancement and changes as required • Ensures the effective and efficient execution of all program components • Acts as a trusted advisor to assigned business/group • Participates in design and negotiation and renewal of service level agreements • Manages supplier/service provider contracts in accordance with the Bank’s Outsourcing Model

• Performs a variety of administrative and clerical tasks • Provides professional support to one or more Managers and their direct reports • Supports the execution of strategic initiatives • Analyzes data and information to provide insights and recommendations • Leads the planning, coordinating and implementing department events. • Manages and monitors calendars and upcoming events. • Processes invoices for payment in adherence with documented processes and guidelines • Tracks expenses to ensure they stay within budget.

• Executes testing to provide insights and recommendations on test results, findings, identified issues • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders • Analyzes data and information to provide insights and recommendations • Performs complex reviews of business artifacts • Develops and maintains effective relationships with internal & external business partners/stakeholders • Participates in planning and implementation of operational testing programs

• 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