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Private Banking & Lending,
Anna Bautista is a director, specialty commercial at SVB Private, a division of First Citizens Bank. Previously, she served as a senior vice president, specialty commercial, at Boston Private for 23 years until 2021, when Boston Private was acquired by SVB. In her role, Anna delves into understanding each company’s business and its nuances in order to develop personalized financing packages. She works with privately held commercial and industrial companies, where ensuring the success of these businesses directly affects the financial and ultimately personal success of their individual owners. Anna enjoys learning about each client’s business and describes herself as a lifelong learner — and she is excited by the opportunity to make an impact on her clients’ businesses and their lives.
Anna is a seasoned banker with experience in lending to privately held middle to lower-middle companies and small business entrepreneurs, and she is well versed in loan review, credit underwriting, portfolio management and commercial lending. While with Boston Private, Anna managed a very active portfolio of loans to a diverse group of borrowers and as needed, collaborated with entities such as economic development corporations and the US Small Business Administration to deliver optimal financing solutions for companies and entrepreneurs. Earlier in her career, she served as a loan review specialist at BayBank and a commercial credit analyst at US Trust.
Anna holds an MBA from the University of Massachusetts Boston and a bachelor’s degree in business from the University of the Philippines. She is a longtime volunteer for Dorchester Bay Economic Development Corp. (DBEDC) as a Loan Committee Member. Anna is fluent in Tagalog.
Outside of the office, Anna enjoys exploring new cuisines. She and her husband are proud parents to an only child who is well on her way to launching her career as a physician associate. Anna loves dogs, especially golden retrievers.
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