Andy Lynch Email & Phone Number

Des Plaines, Illinois, United States

Chicago, Illinois, United States

● Served on client delivery teams, building solutions and related deliverables.● Managed small client engagements and sets of workstreams on larger, more complex projects.● Supervised team members and vendor work. Accrued functional, technological, and industry knowledge.● Built methodology processes and tools. Helped identify farming opportunities and supported business development pursuits.● Demonstrated understanding of org, services, and culture. Internalized key personality traits and core values.● Involved in Treasury Management buying center within the firm to generate opportunities for new and existing clients. Employed CRM Software to report on prospects and leads as it related to TM Buying center.● Led large team of analysts in deployment of online banking platform and ensured project stayed on budget and time constraint as resources shifted and scope changed.● Acted as project manager for deploying APIs to online banking platform as well as integrating third-party vendors. Utilized Power BI to display financials and results to upper management on a weekly and monthly basis. ● Engaged as lead business analyst in treasury management vendor selection engagement.● Controlled team of testers engaging in UAT of loan origination system and build for UAT testing strategy. Utilized MS Dynamics to display results and report across cross-functional teams. Built reports and features for testers to reference throughout engagement.● Analyzed and formulated plan for client to select loan origination system to best suit needs of short- and long-term growth.

As part of the Solution Delivery team, the Solutions Consultant is responsible for the overall design and analysis of customer requirements for a Treasury Management System and implements the functionality that meets these requirements on time and on budget. Responsibilities include:● Led discovery sessions with clients on business and technical requirements and process. ● Gathered and intimately understood full requirements and document scope of implementation.● Articulated design rationale and function strategy related to accomplishing key goals.● Documented solution design in detail and obtained sign-off from client. Participated in building solution as primary resource. Implemented solution module by module, including cash management and forecasting, account analysis, and account charting.● Designed and built client-specific reports needed for day-to-day and executive operations.● Ensured client expectations were met and exceeded in terms of product set-up and services delivered.● Assumed responsibility of project management for small to medium-size projects.● Acted as SME for third-party reporting tool, similar to Power BI, including internal and external training, report generation, custom query building, etc.

Responsible for creation and maintenance of client demographics, overall client retention, add-on business to existing accounts, 3rd party client escalations, and product feedback. Additional responsibilities included:● Managed portfolio of 60-plus clients across numerous industries and required functionalities.● Oversaw add-on business directly related to portfolio and met quota each year.● Received and managed clients’ escalations, requests, and issues. Led discussions at trade show and user conference.● Kept client retention rate above 95% while managing portfolio.● Managed reporting solutions to identify opportunities within existing portfolio as well as opportunities for new clients

Lake Zurich, Il

Andy was a Client Support Analyst, where he was responsible for customer support stemming from the entire client base. Andy’s primary role included efficiently resolving client issues or questions, providing continual guidance and training required by end users, and assisting in implementation of new clients

Vernon Hills, Illinois

● Developed back-end structure of SBALendingHub.com website.● Manipulated formulas to prequalify potential customers for an SBA loan.● Constructed CRM with Website Developers.● Created borrower qualifying formulas based on information provided in order to determine borrower eligibility within minutes.● Project Manager of revamping MBBI website.● Developed marketing materials and new content and updated previous content to fill new site.● Managed and assisted with various Loan Department projects, including loan examination preparation, and other assigned duties.● Financial spreading responsibilities included analyzing and creating reports.● Project Manager of nCino product launch. Facilitated the incorporation of CRM software into Bridgeview Bank.● Developed a Lender Performance worksheet to track production by SBA lenders.● Developed an ELC approval ratio worksheet tracking exactly how many loans got presented to Executive Loan Committee and how loans fared post ELC decision.● Communicated regularly with loan customers to address questions and perform needed account research.

Managed accounts that were currently in foreclosure while coordinating with Banks and Lawyers to ensure the account didn't suffer any setbacks. Worked as a team to keep the account current and helped manage paperwork associated with the file. Trained in all aspects of Mortgage before proceeding to the Foreclosure Department.

Rockford, Il

Created step by step work instructions for processes used throughout the warehouse. Instructions included pictures and descriptions of steps allowing newcomers to easily understand how a job is done. Worked with Microsoft Excel and Photoshop to easily layout instructions.

Lincolnshire, Il

Spent two summers as a seasonal employee assembling back to school kits for children ranging from Pre-K to 8th grade. Helped with the organization of the warehouse to provide employees with their picking of materials.

Applied Mathematics

High School

Activities and Societies: National Honor Society, Soccer, Wrestling