Application Deadline: 05/04/2026 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Customer Solutions Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Commercial Underwriter analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. - Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. - Provides advice and guidance to assigned business/group on implementation of solutions. - Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. - Helps determine business priorities and best sequence for execution of business/group strategy. - Conducts independent analysis and assessment to resolve strategic issues. - Collaborates with internal and external stakeholders to deliver on business objectives. - Ensures alignment between stakeholders. - Breaks down strategic problems, and analyses data and information to provide insights and recommendations. - Designs and produces regular and ad-hoc reports, and dashboards. - Monitors and tracks performance and addresses any issues. - Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. - Supports the development of tailored messaging, which may include writing, editing, and distributing communications. - Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements. - Provides input into the planning and implementation of operational programs. - Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles. - Completes credit analyses to adjudicate credit applications. - Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments. - Assists customers and conducts all credit and related transactions. - Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements. - May contact customers to obtain, clarify, or confirm information. - Applies and documents sound credit granting applications and lending decisions. - Follows security and safeguarding procedures to reduce credit/lending risks. - Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works independently on a range of complex tasks, which may include unique situations. - Broader work or accountabilities may be assigned as needed.Qualifications: - Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. - 8+ years of mortgage underwriting experience - required. - Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required. - Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required. - Prior relationship management experience - preferred. - Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines. - Experience with web-based approval systems (DU/LP) - required. - In-depth pipeline management - required. - Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.). - In-depth knowledge of competitive marketplace and trends in product offerings. - Ability to identify/manage potential risk. - In-depth knowledge of cash flow, credit, and evaluating collateral. - In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer. - Working knowledge of credit policies, procedures, principles, and philosophy. - Thorough knowledge of software used to capture credit applications. - Strong ability to analyze complex financials and tax returns. - Strong familiarity with credit financial analysis techniques. - Technical proficiency gained through education and/or business experience. - Verbal & written communication skills - In-depth. - Collaboration & team skills - In-depth. - Analytical and problem solving skills - In-depth. - Influence skills - In-depth. - Data driven decision making - In-depth. Salary: $63,300.00 - $117,200.00 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.

• Audit of relocation related expenses for the following: inclusion in relocation policy or approval by exception, accuracy, taxability, and relevancy to relocation. This function includes data entry into the Bristol Elite system, communication with clients, vendors, and mobility advisors regarding issues, corrections, or concerns related to incoming expenses. • Preparation of accurate payroll reporting for clients which may or may not include gross-up calculations. These reports happen per a schedule determined by the client. This function also includes quarterly reconciliation reports and year end reconciliation reporting along with Relocation Tax Report preparation and distribution. • Additional expense reporting based on the clients requests during the year. This function can include pre-determined scheduled reporting, one-time ad-hoc report requests, and quarterly, semi-annual, or annual client review meetings preparation and attendance. • Assisting clients, vendors, and other Bristol staff in understanding or explaining gross-up policies, expense taxability per IRS rules and regulations, management report requests, and other duties or requests deemed appropriate by management.

Join Us in this Amazing Opportunity The Team You’ll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Configuration Management Analyst (ITS Analyst Int) and help shape the future of healthcare where you’ll be an integral part of our Medical Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. The Configuration Management Specialist will serve as a critical liaison between business and technical teams within the Clinical Operations Configuration and Application Configuration department, operating within an Agile framework. You'll oversee the clinical application configuration request lifecycle from intake to delivery, ensuring effective prioritization, capturing business requirements and coordination and alignment with organizational goals through iterative and collaborative processes. Additionally, you'll work closely with business stakeholders, Information Technology (IT), shared services and the JIVA vendor in Agile ceremonies to deliver high-quality configuration solutions. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: - 60% - Feature Planning, Prioritization and Requirements Grooming - Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability. - Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department. - Backlog Management: Maintains and grooms the configuration request backlog in alignment with Agile principles, ensuring requests are logged, categorized and prioritized based on business needs and strategic objectives for inclusion in sprint planning. - Request Triage and Intake: Acts as the primary point of contact for business stakeholders submitting configuration requests. Triages requests to assess urgency, impact and feasibility, refining them into actionable user stories or tasks for Agile sprints. - Requirements Grooming: Collaborates with business stakeholders in backlog refinement sessions to gather, clarify and document business-level requirements ensuring user stories are well-defined, meet acceptance criteria and align with technical capabilities and organizational goals. - Vendor Collaboration: Participates in Agile ticket review meetings with the JIVA vendor to escalate issues, discuss complex tickets and ensure timely resolution of configuration-related challenges within sprint cycles. - Stakeholder Coordination: Facilitates communication between business units, IT and shared services teams during Agile ceremonies (e.g., sprint planning, daily standups and retrospectives) to establish delivery timelines, resolve dependencies and manage expectations. - Prioritization and Sprint Planning: Works with business stakeholders and the Agile team to prioritize configuration requests while balancing urgency, resource availability and strategic priorities to create sprint goals and optimize delivery schedules. - Task Oversight: Monitors and ensures configuration tasks are completed accurately and on time within sprints, coordinating with the team to address gaps or delays before release. - Daily Standups and Barrier Resolution: Actively participates in daily Agile standups to report progress, address barriers, refine requirements, size tasks and resolve questions, ensuring smooth sprint execution. - Risk and Issue Management: Proactively identifies risks or impediments impacting sprint delivery, escalates as needed during Agile ceremonies and collaborates with the team to implement mitigation strategies. - Documentation and Reporting: Maintains clear documentation of user stories, decisions and processes in Agile tools (e.g., Jira). Provides sprint metrics, backlog health updates and delivery performance reports to stakeholders and leadership during sprint reviews. - 30% - Coordinating and Collaborating With IT - Change Management Support: Coordinates user acceptance testing (UAT) within sprint cycles, support training efforts and ensure smooth adoption of configuration changes by business users. - Process Improvement: Contributes to Agile retrospectives to identify and implement opportunities to enhance request intake, prioritization and delivery processes, driving efficiency and team effectiveness. - Agile Collaboration: Actively engages in Agile ceremonies, including sprint planning, backlog refinement, sprint reviews and retrospectives to foster collaboration and continuous improvement. - 10% - Other - Completes other projects and duties as assigned. Do You Have What the Role Requires? - Bachelor’s degree in healthcare administration, information technology, business administration or a related field PLUS 5 years of experience in business analysis, project coordination or clinical systems management, with at least 1 year working in an Agile, Kanban or other software delivery processes required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. - 1 year of experience with requirements gathering, documentation and Agile prioritization techniques. You’ll Stand Out More If You Possess the Following: - Agile and/or project management certifications (e.g., Certified ScrumMaster, SAFe Agilist). What the Regulatory Agencies Need You to Possess? - n/a Your Knowledge & Abilities to Bring to this Role: - Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. - Work independently and exercise sound judgment. - Communicate clearly and concisely, both orally and in writing. - Work a flexible schedule; available to participate in evening and weekend events. - Organize, be analytical, problem-solve and possess project management skills. - Work in a fast-paced environment and in an efficient manner. - Manage multiple projects and identify opportunities for internal and external collaboration. - Motivate and lead multi-program teams and external committees/coalitions. - Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment. Your Physical Requirements (With or Without Accommodations): - Ability to visually read information from computer screens, forms and other printed materials and information. - Ability to speak (enunciate) clearly in conversation and general communication. - Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions. - Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. - Lifting and moving objects, patients and/or equipment 10 to 25 pounds Ways We Are Here For You - You’ll enjoy competitive compensation for this role. - Our current hiring range is: Pay Grade: 312 - $84,092 - $134,548 ($40.43 - $64.6865). - The final salary offered will be based on education, job-related knowledge and experience, skills relevant to the role and internal equity among other factors. - This position is approved for Full Telework (**If the position is Telework, it is eligible in California only**) - A comprehensive benefits package - CalPERS pension program and additional retirement packages. - Additional benefits and perks including: - A generous PTO program - A quality work life balance - Various wellness programs - Tuition Reimbursement - Professional development opportunities - Career development opportunities - Flexible scheduling - And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families. Our Work Environment: If located at the 500, 505 Building or a remote work location: - Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. - There are no harmful environmental conditions present for this job. - The noise level in this work environment is usually moderate. If located at PACE: - Work is typically indoors in a clinical setting serving the frail and elderly. - There may be harmful or hazardous environmental conditions present for this job. - The noise level in this work environment is usually moderate to loud. If located in the Community: - Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. - Employee will occasionally work outdoors in varied temperatures. - There may be harmful or hazardous environmental conditions present for this job. - The noise level in this work environment is usually moderate to loud. Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is November 12, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability.

This is a remote position. Asset Management Analyst Overview We are seeking an Asset Management Analyst to support the tracking, analysis, and optimization of assets across systems and client environments. This role will leverage data and analytics to provide insights into asset performance, utilization, and lifecycle management, supporting solutions built on AWS, Azure, Tableau, Power BI, and DealCloud CRM. The ideal candidate brings a combination of analytical skills, attention to detail, and an understanding of asset or portfolio management concepts, with the ability to work in a data-driven, AI-enabled environment. Key Responsibilities - Track and manage asset data across systems, ensuring accuracy, completeness, and consistency - Analyze asset performance, utilization, and trends to support business and operational decisions - Develop and maintain dashboards and reports using Tableau and Power BI - Validate and reconcile data across data pipelines, reporting tools, and CRM systems (DealCloud) - Support asset lifecycle management, including onboarding, tracking, and reporting - Identify opportunities for process improvement and optimization using data insights - Assist with forecasting, planning, and performance analysis related to asset portfolios - Collaborate with operations, finance, and technology teams to align data insights with business needs - Ensure adherence to data governance and reporting standards - Support AI-driven initiatives by preparing and validating asset-related datasets Requirements Required Qualifications - 2–4 years of experience in asset management, financial analysis, operations analysis, or data analyst roles - Strong analytical skills with experience in data analysis and reporting - Proficiency in Excel and/or SQL for data analysis - Experience with BI tools such as Tableau or Power BI - Strong attention to detail and data accuracy - Ability to translate data into actionable insights Key Traits for Success - Strong attention to detail and data integrity - Analytical mindset with problem-solving abilities - Ability to connect data insights to business outcomes - Collaborative and able to work across teams - Adaptable in a technology-driven environment