Kaley Selor

Kaley Selor

Operations And Underwriting Associate @ Carta

About Kaley Selor

Kaley Selor is an Operations and Underwriting Associate at Carta, where she manages multiple deals and guides customers through the loan process. With a background in financial analysis and compliance, she has held various roles in organizations such as Kaiser Permanente and Burns & Wilcox.

Work at Carta

Kaley Selor serves as an Operations and Underwriting Associate at Carta, a position she has held since 2021. In this role, she leads over three new deals and two renewals each week, demonstrating her proficiency in deal management and multitasking. She guides Capital Call Line of Credit customers through the entire process, from application to loan servicing, ensuring a seamless experience. Additionally, she creates detailed risk analysis reports that are essential for decision-making by the bank partner and internal credit committee. Kaley ensures compliance with the Loan and Security Agreement by reviewing compliance-related materials and reporting results to management.

Education and Expertise

Kaley Selor earned her Bachelor of Science in Business Administration with a focus on Financial Management from Sonoma State University, where she studied from 2013 to 2017. Her educational background provides her with a solid foundation in financial principles and practices, which she applies in her current role at Carta. This academic experience is complemented by her work history in various financial and operational roles, enhancing her expertise in underwriting and compliance.

Background

Kaley Selor has a diverse professional background that includes roles in financial analysis, underwriting, and customer service. Before joining Carta, she worked as an Assistant Underwriter at Burns & Wilcox from 2018 to 2022. Prior to that, she served as a Compliance Assistant at The Cascade365 Family of Companies and as a TPMG Associate Financial Analyst at Kaiser Permanente. Her early career included positions as an Intramural Supervisor at Sonoma State University and a Customer Service Associate at Walgreens.

Achievements

In her current role at Carta, Kaley Selor leads multiple deals weekly, showcasing her strong deal management capabilities. She has developed detailed risk analysis reports that aid in critical decision-making processes. Her ability to guide customers through complex financial processes and ensure compliance with legal agreements highlights her contributions to the organization. Kaley's experience across various roles in the financial sector underscores her commitment to excellence in operations and underwriting.

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