Robert Cohan
President
Robert Cohan is driven by a belief that solutions aren’t just found – they are carefully crafted. As President of Carlyle Financial, he ensures that the firm’s mortgage solutions are elegantly simple, yet flexible enough to provide custom options for our clients.
Robert is an experienced mortgage professional and industry innovator. He developed his passion for providing extraordinary service for extraordinary clients as a top mortgage professional for several national banks, including Bank of America, Washington Mutual (now J.P. Morgan Chase) and Wells Fargo Home Mortgage, where he became the first loan officer to open a mortgage-only storefront on Canon Drive in the heart of the Beverly Hills triangle.
After working with hundreds of clients at multiple national and regional banks, Robert saw the limitations of the big bank mono-channel model and developed his own lending and service philosophy. His trailblazing approach led to the founding of Carlyle Financial, where he could continue his commitment to customized home loans while changing the way his clients experienced the mortgage process. He is based in the San Francisco headquarters at One Market Plaza.
Robert has been recognized as a leading jumbo mortgage expert in The Wall Street Journal, Business Insider, Investor’s Business Daily, and many other publications. He is also active in his community, committing time and resources to causes that align with his philanthropic values. When he isn’t helping clients structure their next home, you can find Robert on the basketball court coaching youth league kids on their jump shot.
Our loan in San Francisco needed special attention due to the complexity of our situation. Multi unit investment property with multiple owners at a fantastic rate. The competitors couldn't come close. Carlyle Financial is my new go to team for any future financing. I couldn't be happier. Thank you!!
Had a great experience with Carlyle Financial. I shopped around and they offered me the best incentives. They're very quick and respond right away. I highly recommend!
We did two loans simultaneously (a jumbo cash-out refi along with a jumbo purchase) and all went smoothly. Robert and his team were excellent. I would definitely recommend them.
I had a unique situation with my jumbo non-conforming loan that made the financing process non-standard... Robert and his team handled it without skipping a beat...Most importantly, from beginning to end, the team conveyed a strong sense that they valued me as a customer. I worked with another group prior to Carlyle Financial and the contrast was stark. Robert and the others are an entirely different class. I should also mention that Carlyle Financial had access to rates on my jumbo loan that were a good 0.5% lower than what others were offering.
I just refinanced on my home in San Francisco and Robert at Carlyle Financial made it possible. If you are buying a home or refinancing, use Robert and his team.
Robert and the Carlyle Financial team make the financing process understandable. They help you overcome any issues, they explain what's going on, they are very patient throughout the whole process. They truly are on your team. I was amazed at how smart, diligent, friendly, creative and dedicated Robert and his team are. They are committed to helping you and getting a deal done.
I have worked with numerous mortgage brokers in the past, and I will not use anyone else in the future.