Patrick Roberts, MBA is a Loan Officer for Assurance Financial at the Columbia, South Carolina branch.
A Louisiana native, Patrick fell in love with the Carolinas during his service in the Marine Corps. He has lived in the Carolinas since 2018, having always felt South Carolina was where he was meant to be. Patrick and his wife Anna planted roots in Charleston in 2021 and have made South Carolina their forever home.
Patrick specializes in VA loans and small business owner home loans but is more than happy to help everyone in obtaining a mortgage. He believes in being a team player and understands the importance of collaborating with his clients’ other professional advisors to weave mortgage financing holistically into his clients’ lives. This is especially true when it comes to the complexities of small business owner home loans. Patrick enjoys taking the time and effort to educate and guide his clients through the mortgage process, helping them understand their options to meet their financial goals – whether buying the home of their dreams, a home away from home, or an investment property.
An alum of Louisiana State University, Patrick earned his MBA in the EJ Ourso School of Business. He has fifteen years of experience providing solutions for clients across several industries and has deep financial services knowledge, including personal finance, mortgage lending, and small business finance. He intimately understands the rigorous process of getting a mortgage, having been in the homebuyer’s shoes several times and from having led a credit underwriting team.
Patrick and Anna spend their free time enjoying all that life in the Lowcountry has to offer, especially Charleston’s charm, beaches and restaurants. He strongly believes in lifelong learning, professional education, and in giving back to the community. He volunteers with SCORE, helping the Lowcountry’s small business owners start and run businesses, and he mentors veterans in career development and professional networking. His hobbies include renovating old homes, CrossFit, and surfing.
Patrick loves helping his clients get into their dream home and finds this to be his most rewarding professional pursuit.
- New Home Purchase Loans
- Refinance Loans
- FHA and Rural Development Loans
- Veteran (VA) Loans
- Construction and Renovation Loans