• Own and evolve internal IT infrastructure, security compliance, and employee technology experience. • Implement feedback from security researchers and engineers for corporate IT configuration. • Audit current environment against documentation and establish operational discipline. • Build automation and self-service tooling to enhance operations. • Write production-quality code, automate repetitive tasks, and manage endpoint security and SaaS administration. • Maintain SOC 2 compliance, respond to security questionnaires, and manage cloud infrastructure. • Document every configuration and policy change in a transparent manner. • Provide technical support and guidance to employees in a remote-first environment.

Application Deadline: 03/15/2026 Address: VIRTUAL(R)49 - HomeRes - WI Job Family Group: Customer Shared Services Provides day-to-day delivery of critical processes, administration and servicing activities in in connection with retail and commercial deposits and payments. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Deposit and Payments operations includes (but are not limited to) specialized operations processes and activities related to cheque and electronic transaction processing, lockbox and remote deposit processes, account maintenance and monitoring, etc. - Analyzes data and information to provide insights and recommendations. - Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. - Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. - May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager. - May perform quality control and training. - Organizes work information to ensure accuracy and completeness. - Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. - Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures. - Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests. - Follows documented policies and procedures to execute day to day transactions, activities, processes and ensures all Service Level Agreements(SLAs) are met. - Checks and reconciles information and documentation to ensure accuracy and completeness. - Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines. - Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. - Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. - Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. - Completes complex & diverse tasks within given rules/limits. - Analyzes issues and determines next steps; escalates as required. - 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.Qualifications: - Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. - Knowledge and experience using relevant systems and technology. - Knowledge and understanding of the business unit’s key products and services, processes and controls – Good. - Knowledge of the risk and regulatory requirements of the business – Good. - Prioritization skills – Good. - PC skills (MS Word, Excel, PowerPoint) – Good. - Ability to multi-task in a fast-paced environment. - Basic specialized knowledge. - Verbal & written communication skills - Good. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

• Place primary focus on delivering superior customer service as a member of the Customer Operations team. • Strive to build and maintain relationships with internal and external customers. • Own the role of providing customer wow, troubleshoot customer issues and resolve them completely. • Obtain product knowledge (during training) to ensure the information provided to customers is accurate. • Process orders and follow through until confirmed delivery. • Experience in the PO/SO fulfillment cycle is preferred. • Daily interaction with vendors and suppliers in a third-party or drop-ship scenario. • Monitor inventory levels to ensure service level agreements are always achievable. • A working knowledge of transportation and logistics processes will be an advantage in this role. • Daily tracking of orders shipped to enterprise customers via parcel, LTL/FTL, and containers.

Back Office Case Manager Lion Street Remote OR Austin, TX About Lion Street Lion Street, an Integrity company, is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. Job Summary Lion Street is adding to our Life Insurance Case Management group. In this position, you will work with our elite affiliate firms and producers to provide case management services for life insurance brokerage activities. This position is responsible for daily activities in case management and works with internal departments including Underwriting, Case Design, and Firm Builders. This position will be a part of Lion Street’s life insurance division, based in Austin, TX. Primary Responsibilities: - Efficiently manage the submission of individual life insurance applications to life insurance companies - Reconcile outstanding pending case requirements and requests for additional information with agents - Advocate and negotiate with life insurance carriers on informal and formal offers - Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. - Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires - Communicate via email and phone to agents in conjunction with supporting their various case - Utilize web-based document management system to organize, manage and transmit documents - Utilize web-based agency management system for case activity management, tasks, memos, etc. - Generate status reports for management, agents and others as needed - Have a sense of urgency without losing attention to detail, and the ability to multi-task Primary Skills & Requirements: - The ideal candidate must have three to five years experience working as a life insurance case manager, and handling cases. - Prefer experience with a multi-carrier environment and managing complex cases for independent advisors that work with high net worth individuals. - Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support. - Experience working at a major life insurance carrier, life insurance brokerage operation or an independent life insurance practitioner. - Strong communication and customer service skills - Willing to take initiative, exhibit creative thinking and take ownership of cases - Self-starter attitude and strong desire to provide excellent results - Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management), etc. - Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx - Bachelor’s degree preferred - Ability to excel in a dynamic, fast-moving start-up company environment Benefits - Competitive compensation package (annual bonus eligibility) - Medical, dental, vision and life insurance - STD/LTD - Paid Time Off - Safe Harbor 401K Plan - Located in downtown, we offer a gym discount, provide commuter allowance, and a great view of Austin - Company provides snacks, assorted beverages and a stand-up desk workstation The general pay scale for this open position is $65,000 - $75,000. Total compensation package for a selected candidate will be determined within the pay scale based on one or more of the following factors: candidate’s experience, skill set, education level, and/or location. We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. www.lionstreet.com About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.