Diana Piarulli
Bogota,USA
Summary
Detail-oriented and bilingual compliance professional with over 15 years of experience in financial services. Specializes in client documentation review, fraud detection, and cross-functional communication. Proven success in analyzing policyholder records, identifying discrepancies, and supporting risk mitigation strategies across annuity claims and onboarding processes. Skilled in LexisNexis, Vantage, AWD, and Salesforce. Fluent in English and Spanish, currently pursuing an MBA with a focus on finance and compliance. Adept at working in fast-paced, regulated environments with a high degree of confidentiality and ethical responsibility. Strong track record in managing and organizing written communications. Skilled in drafting, editing, and proofreading documents to ensure clarity and accuracy. Known for effective collaboration and adaptability to meet changing priorities, always driving towards successful outcomes. Adept at utilizing communication tools and maintaining confidentiality.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Inforce Correspondence Specialist
EQUITABLE
01.2006 - Current
- Review and respond to written client inquires and escalated correspondence, ensuring accuracy, compliance with internal policy, and timely resolution.
- Analyze and interpret complex account issues using a variety of internal systems (Vantage, AWD, CSA, WMA) to make informed, risk-based decisions.
- Collaborate cross-functionally with internal departments, policyholders, and financial professionals to ensure client concerns are addressed and documented thoroughly.
- Escalate high-risk complex, or suspicious activity appropriately and assist with client account remediation or reprocessing.
- Serve as SME (Subject Matter Expert) and point of contact for the Off Shore Processing Team, training staff on case handling, quality control, and documentation standards.
Beneficiary Claims Specialist / Customer Service Representative
EQUITABLE
01.2006 - Current
- Analyze and review forms and documents including wills, trusts, guardianships, power of attorneys and conservatorships, ensuring accuracy and completeness.
- Efficiently process payments to the beneficiary, verifying and checking background through LexisNexis.
- Issue 1099 tax forms and manual checks, calculating interest if needed, reviewing state regulations for some states.
- Search for beneficiaries, completing Sigma Reports, and answering client and internal inquiries.
- Check quality for overseas team, decreasing transaction errors.
- Manage inbound agent, broker, third party and client inquiries and questions in a high-volume contact center environment for annuity product.
- Process financial transactions including fund transfers, allocation changes and rebalancing of accounts.
- Resolve escalated problem situations and complete special requests for salesforce and callers.
- Support the training, development and mentoring of new employees.
- Contribute as subject matter expert (SME) from contact center to various process improvement projects including first call resolution and reducing after call work.
- Provide support to other areas of operations, including Compliance and Resolution Department.
- Regularly exceeded department standard for quality scoring and product knowledge.
Acting Head Teller
PNC BANK
01.2006 - 12.2006
- Ensured the provision of exemplary customer service, meeting client banking needs and resolving financial questions.
- Accepted and processed deposits, loan payments and other financial transactions for customers.
- Maintained and balanced vault and ATM daily and secured financial institution each night.
Education
MBA - Finance
William Paterson University of New Jersey
Wayne, NJ08-2025
Bachelor of Arts - Communications
William Paterson University
Wayne, NJ01.2005
Skills
- Self-Directed & Motivated
- Time Management & Organization
- Attention to Detail
- Negotiation & Communication
- Problem-solving
- Oral & Written Communication
- Reporting & Documentation
- Risk Mitigation
- Training and Mentorship
- Database Management
- Team Collaboration
- Research & Analysis
- Error Detection
- Critical Decision-making
- High Integrity & Work Ethic
Certification
- Series 6 License
Languages
Spanish
Native or Bilingual
Timeline
Inforce Correspondence Specialist
EQUITABLE
01.2006 - Current
Beneficiary Claims Specialist / Customer Service Representative
EQUITABLE
01.2006 - Current
Acting Head Teller
PNC BANK
01.2006 - 12.2006
Bachelor of Arts - Communications
William Paterson University
MBA - Finance
William Paterson University of New Jersey
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