• Serve as the subject matter expert for learning technology platforms, including Adobe Learning Manager (ALM), Adobe Connect, Qualtrics, TidWit, SharePoint, and curriculum development tools such as Adobe Captivate and Articulate Rise. • Partner with business stakeholders to gather, document, and validate business requirements across the organization. • Develop a deep understanding of learning platform user experience challenges and identify opportunities for optimization. • Translate business requirements into clear, actionable documentation for Product and Engineering teams. • Support roadmap planning, feature prioritization, and enhancement recommendations based on stakeholder needs. • Lead technology initiatives including platform migrations, automation efforts, enhancements, and strategic improvement projects. • Manage project plans, identify risks, communicate project status, and ensure successful on-time delivery. • Serve as the primary technical contact for platform administration and collaborate with internal product and technology teams. • Evaluate current technical solutions, identify process gaps, and recommend future-state improvements. • Communicate new platform releases, features, and capabilities while driving stakeholder awareness and adoption. • Manage user provisioning within Adobe systems and support platform administration activities. • Research, evaluate, and recommend new technology solutions that support the learning ecosystem. • Maintain documentation for applications, technical processes, and key business decisions. • Utilize Adobe Workfront to manage project execution, communicate project status, and contribute as a technology subject matter expert. • Author and schedule content within Adobe Learning Manager as needed to support business objectives. • Conduct research and analysis to support strategic initiatives and future technology investments. • Build alignment across business and technical stakeholders to accelerate delivery and improve the overall learning experience.

• Classify imported and exported products using HTS codes • Develop and maintain USMCA certifications and other Free Trade Agreement (FTA) documentation • Support customs compliance by responding to classification inquiries • Provide operational support for Global Trade Compliance activities • Create, maintain, and improve documented global classification procedures

• Manage Social Security Eligibility and Trust Accounting staff, including direct supervision of individuals and overall leadership of team activities and outcomes. • Ensure team’s compliance with federal and state laws, regulations, and policies. • Use critical thinking and data analysis tools (e.g., Excel, Power BI) to respond to DCF and PCG management requests. • Maintain and update Standard Operating Procedures and training materials for team functions. • Lead client meetings and trainings in a variety of settings.

Role Description Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. - Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. - Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. - Signs off on new, renewal and extension loans within delegated authority. - Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. - Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. - Leads proposal development and delivers presentations to capture new business and expand client relationships. - Networks with industry contacts to gather competitive insights and best practices. - Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. - Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. - Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies. - Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions. - Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. - Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. - Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. - Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. - Identifies revenue and cross-selling opportunities to enhance portfolio growth. - Identifies share of wallet opportunities. - Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. - Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. - Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. - Ensures alignment between values and behaviour that fosters diversity and inclusion. - Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. - Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. - Attracts, retains, and enables the career development of top talent. - Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. - Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. - Provides specialized consulting, analytical and technical support. - Exercises judgment to identify, diagnose, and solve problems within given rules. - Works independently and regularly handles non-routine situations. - 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. Qualifications - Preferred 5 – 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. - Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. - If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. - Deep knowledge and technical proficiency gained through extensive education and business experience. - Foundational level of proficiency: Structuring Deals - Advanced level of proficiency: Problem Solving, Collaboration, Detail-Oriented, Customer Service, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office - Expert level of proficiency: Financial analysis Requirements - Salary: $88,800.00 - $165,600.00 - Pay Type: Salaried Benefits - Performance-based incentives - Discretionary bonuses - Health insurance - Tuition reimbursement - Accident and life insurance - Retirement savings plans