Dedicated to Simplifying Jumbo Home Financing

Leveraging decades of expertise to guide your lending journey
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Who are we?

Carlyle Financial is an independent mortgage company specializing in jumbo lending strategies for complex financial lives. Our clients real estate goals require more than off-the-shelf solutions, that’s why we offer guidance and access through long-standing relationships with California-based banks, credit unions and private lenders.

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Personalized Service
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Competitive Rates
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Distinguished Clients
OUR TEAM

Meet Our Experts

Your lending team is composed of advisors who bring depth of knowledge to help you navigate the lending landscape, with backgrounds in mortgage banking, private lending and high-stakes client service.

Robert Cohan

President of Carlyle Financial
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NMLS: 335848
DRE: 01862401

An experienced mortgage professional and industry innovator.

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Sereyna Avila

Senior Vice President
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NMLS: 1593591
DRE: 02026693

Passionate about sharing knowledge and building client relationships.

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Jesse Collins

VP of Mortgage Lending
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NMLS: 398992
DRE: 01903754

He analyzes complex financials, jumbo loans, and pre-approval in real estate.

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Devin Donaldson

Mortgage Loan Officer
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NMLS: 1385506
DRE: 02052872

Devin offers excellent client service and understands mortgages well.

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Caryn Schultz

Mortgage Broker / Banker
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NMLS: 271319
DRE: 01491016

Her motto is “nothing less is acceptable for one of the largest transactions.”

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Dorothy Mabasa

Office Administrator
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Dorothy coordinates with our title and escrow liaisons to ensure smooth office operations.

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OUR PROCESS

How Carlyle Financial Help You

We start by understanding your financial picture—not just the property—and then coordinate lending solutions that fit your timing, liquidity goals and long-term ownership plans.
Explore Our Process
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Tailored Solutions icon

Tailored Solutions

Flexible solutions for high-asset borrowers with fluctuating income streams.

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Income Flexibility

We accommodate RSUs, K-1s, and complex trust distributions with confidence.

Equity Unlocking icon

Equity Unlocking

Leverage equity across multiple properties to expand your financing power.

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Private Lending

Tap into exclusive non-agency lending channels for bespoke loan solutions.

Your Financial Footprint Goes Further

We believe access to housing and financial literacy are key to community growth. Carlyle supports local non-profits advancing homeownership equity, first-time buyer education and financial empowerment initiatives.
Learn more about our community efforts
TESTIMONIALS

Hear From Our Clients

We proudly support financial literacy, youth mentorship, and affordable housing initiatives across the state.