Carly brings an operations-driven mindset to her role as a Documentation Specialist at Elevex Capital, LLC, shaped by her prior experience at a nonprofit organization. Known for her attention to detail and process-oriented approach, she supports all stages of equipment finance documentation—from preparing and reviewing lease, loan, and syndication agreements to managing UCC filings and maintaining comprehensive transaction records. She collaborates closely with sales teams, clients, and internal departments to ensure every financing package is accurate, compliant, and efficiently processed. In addition, she contributes to maintaining and enhancing internal documentation policies and procedures.
