Stefany Murillo Email & Phone Number

Appleton, Wisconsin, United States

Menasha, Wisconsin, United States

Manage and maintain EHR database, including building electronic forms, reports, and support with technical issues. Present researched and tested tech-based solutions, produce clean departmental data, assist in creating processes, and organize meetings.

Menasha, Wisconsin, United States

Manage daily responsibilities, encourage staff, and assign responsibilities. Provide clients with excellent customer service and de-escalate as needed. Assist counselors with technical needs and issues. Train staff, create processes and reports, along with maintaining data. Enter payment adjustments and use of QuickBooks.

Menasha, Wisconsin, United States

Assist clients and counselors with scheduling. Checked insurance coverage and attended other clerical work. Turned to full-time after Covid-19. Helped with establishing new processes to integrate being fully electronic.

Appleton, Wisconsin, United States

Reviewed loan documents to ensure accuracy. Communicated with the parties involved regarding any discrepancies found. Managed a high volume within a timely manner.

Appleton, Wisconsin, United States

Started back as a Bilingual Teller/Member Relationship Officer before taking on the main role as a Bilingual Member Relationship Officer. Assisted in opening and maintaining deposit product and services. Received training in financial coaching, IRA's, HSA's and notary services. Presented and educated on products services available along with connecting to appropriate lenders.

Green Bay, Wisconsin, United States

Interacted with members in a friendly and professional manner. Worked accurately in a fast-paced environment. Presented financial products that could benefit the client. Used my Spanish speaking ability to assist the Spanish speaking community along with interpretate during loan applications.