Jadis Xavier Heslop
Charlotte
Summary
Economics graduate with hands-on experience in brokerage, banking, and customer escalation support. Brings market research, Excel reporting, and account management skills to financial and business analysis roles, with a strong focus on accuracy, service quality, and problem resolution.
Overview
5
5
years of professional experience
Work History
Escalation Specialist
Wells Fargo
Charlotte, North Carolina
01.2026 - Current
- Reviewed case details and identified root causes for complex service failures.
- Communicated with customers to identify issues, walk through solutions and initiate corrective actions to restore service and functionality.
- Tracked open escalations and maintained accurate case documentation in ticket systems.
- Guided support staff on handling sensitive customer interactions and complaint routing.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Stock Broker
Ally Financial Inc.
Charlotte, North Carolina
01.2024 - 12.2025
- Reviewed client accounts for suitability and compliance with margin requirements and trading restrictions, ensuring alignment with investment goals.
- Researched securities earnings reports and market trends, providing informed recommendations that enhanced client decision-making.
- Supported compliance with FINRA, SEC, and firm trading policies.
- Collaborated with operations and compliance teams to quickly resolve trade issues, minimizing disruption to client transactions.
Caller Representative Member Services
State Employees' Credit Union
01.2022 - 03.2023
- Assisted clients with account inquiries and routed them to appropriate financial specialists for resolution.
- Managed sensitive financial data with high accuracy and maintained confidentiality standards.
- Developed a keen understanding of financial regulations and loan processes.
- Coordinated team meetings to facilitate communication. and scheduled communications through Microsoft Teams.
Finance Intern
State Employees' Credit Union
01.2022 - 08.2022
- Accurately processed incoming and outgoing wire transfers in compliance with OFAC and BSA regulations
- Opened new accounts, processed transactions in the Margo system, and balanced cash drawer to ensure operational accuracy.
- Supported daily branch operations by accurately handling financial transactions.
- Gained practical knowledge of banking operations, customer service, and financial documentation.
Education
Bachelor of Science - Economics
Winston-Salem State University
07-2023
Skills
- Customer Issue Resolution
- Case resolution
- Client communication
- Financial Regulations
- Data analysis
- Financial software proficiency
- Financial analysis
- Market analysis
Projects
Wellington Stock Pitch Competition (2022): Presented investment thesis and valuation strategy for a publicly traded company.
Projects & Involvement
- First Baptist Church, Community Volunteer, 2017, 2020
- Second Harvest Food Bank, Community Volunteer, 2022, 2023
Affiliations
- National Association of Scholars (NAS) Member
- Winston's Men Alliance (20192023)
- Campus Life Marketing Committee (20192021)
Disclaimer
References available upon request
Timeline
Escalation Specialist
Wells Fargo
01.2026 - Current
Stock Broker
Ally Financial Inc.
01.2024 - 12.2025
Caller Representative Member Services
State Employees' Credit Union
01.2022 - 03.2023
Finance Intern
State Employees' Credit Union
01.2022 - 08.2022
Bachelor of Science - Economics
Winston-Salem State University