Terica Wicker
Tucker,MI
Summary
Results-driven Compensation Specialist at Osaic Inc. with strong problem-solving skills and a proven track record in streamlining financial processes. Adept at utilizing CRM systems and Excel to enhance operational efficiency, while maintaining a strong focus on customer communication and conflict resolution. Recognized for improving transaction accuracy and reducing processing times.
Overview
10
10
years of professional experience
Work History
Compensation Specialist
Osaic Inc.
Atlanta, GA
08.2023 - 01.2026
- Processed and documented daily ACH, check, and wire receipts across multiple financial accounts, ensuring accurate posting and reconciliation of advisor compensation funds.
- Communicated with fund sponsors to obtain financial advisor compensation and fee details required for accurate allocation of funds.
- Utilized third party sponsor portals and internal systems to research transaction information and resolve discrepancies.
- Analyzed prior transaction history and payment trends to determine the correct allocation of incoming funds when sponsor documentation was incomplete.
- Reviewed backlog reports to identify outstanding transactions, conducting targeted research and sponsor follow-ups to resolve missing payments details.
Transition Operations Processor
Osaic Inc.
Atlanta, GA
02.2017 - 08.2023
- Streamlined document processing workflows to enhance operational efficiency and accuracy.
- Trained and mentored junior processors on best practices and system usage.
- Conducted quality assurance checks to ensure compliance with company standards.
- Implemented process improvements that reduced turnaround time for documentation handling.
- Provided onboarding back office support in compiling and processing retail and retirement accounts on behalf of the financial advisor.
- Prepared accurate and timely retirement distributions, ACHs, journals, ACATs, Non-ACATs and tax withholdings and various other margin/cashiering functions across Pershing and NFS (Fidelity) platforms.
- Provided administrative support in the prevention and resolution of problems in the daily operations of the Transition Department.
- Addressed financial advisor and advisor support questions via phone and/or electronic inquiries.
- Handled escalated inquiries submitted via email in a timely and proficiently manner.
Claims Associate
State Farm
Atlanta, GA
02.2016 - 02.2017
- Reviewed and processed insurance claims to ensure compliance with company policies.
- Investigated claim disputes, gathering evidence to support resolution outcomes.
- Communicated with policyholders to clarify coverage details and claim status updates.
- Collaborated with cross-functional teams to enhance claims processing efficiency.
- Authorized to process payments to settle claims and/or prepare for subrogation- Licensed handling states- CT, DE, GA, NH, OK, SC, TX, VT, WY
Education
High School Diploma -
Wenonah High School
Birmingham, AL05.2002
Skills
- Detail oriented
- Strong problem-solving and conflict resolution skills
- Adaptability and flexibility to work within different work environments
- Proficiency in excel and various CRM systems such as SABOS, FEI, Wealthscape, Salesforce, NetX 360, Wealth Management Platforms
- Strong communication and customer focus skills
Timeline
Compensation Specialist
Osaic Inc.
08.2023 - 01.2026
Transition Operations Processor
Osaic Inc.
02.2017 - 08.2023
Claims Associate
State Farm
02.2016 - 02.2017
High School Diploma -
Wenonah High School