Newtek Bank Reviews 377

I went from my qualification meeting to fully funded in about 10 days. If you move quickly, Newtek moves quickly! Amazing experience when Maisha and Lauren at Newtek.

Jordan J. helped me today. He was patient and communicated clearly. I appreciate his help.

Last night, I was having difficulty with the online portal and needed help, today morning Michael Mann called me and guide me and resolve my issue in couple minutes.
She is holding with me while I am turning my computer on. Thank you and appreciated Michael.
Have a wonderful day.

Enjolie has been the BEST to work with, very professional, kind and knowledgeable.

I’m a brand new Newtek customer and needed help. After a rather long wait and several attempts to talk to a customer service representative, I was taken aback by the customer care and professionalism I received from Jordan J. He was patient, knowledgeable, and understanding of my frustrations as I had unsuccessfully tried to make a transfer to my savings account with Newtek and to no avail, He explained to me the 3-day wait and why the system wouldn’t allow me to make a same-day transfer while making me aware of other faster options for said transfer. We also went over the accounts (CD, Savings) and made sure everything was set up as I intended it to be. Jordan is to be commended for his patience, knowledge but mostly for the way he treats customers. It was a pleasure doing business with Newtek.

Newtek Bank is offering the highest APY 4.20% on a 9 month CD. So I opened a new CD. I wanted to add beneficiaries to my CD. I submitted my request in a Message. The next day, I received a reply from Ja'Kira. She had submitted the request to add beneficiaries to my account.

New to Newtek bank. Just opened a cd account. one of the main reasons that I decided on Newtek was the free wire transfers and that an account could be done in as little as 20 min. I liked the way my transaction was handled from start to finish. I was very comfortable with the process all the way through. Now the negative part. There was not an easy way on their application for my wife as co applicant. The only way was to finish with my name only and apply for her name to be used later, which I did. Not a big deal but that was troubling. The big rub was the free wire transfer that was advertised and that I was expecting turned out to be snail slow ACH. That banking ploy cost me $83.84 in interest. When something is advertised, it should proceed as advertised. Considering filing a dispute with EFTA.
I just received a call from Newtek and they assured me that I would receive the lost interest and that interest starts from day 1 no mater wire transfer or ach. I am revising the rating from 3 star to 5 star because they got back to me right away. Excellent response to my problem.

Biridiana, from NewTek Bank, responded quickly and professionally to a request. She had to take extra time to write the time sensitive document that I requested. I greatly appreciated her assistance!

TM

I am new to newtek Bank and had quite a few questions and haven't had the best of luck getting answers at my last bank when I call in. I was very surprised pleasantly that jakira answered every question I had and was so helpful with any and all questions I had. I was able to finish my banking set up and my new account is fantastic. Thank you jakira.

I have dealt with NewTek a couple of times in the past week. Their customer service is very knowledge & ALWAYS stay on the line till your problem is solved to your satisfaction

Very rapid response. Easy to find the correct number to contact. Michael was very helpful, answered my questions quickly and politely. Thank you!

Jordan Jackson was very knowledgeable, but more importantly in this instance, was his excellent follow through...which made all the difference. Jordan was also polite and friendly and made me feel like a valued customer. He went the extra mile!

They consistently have great customer service. Amber M. was particularly helpful with a maturity grace period issue.

Customer support was great! Katie helped to add beneficiaries to the accounts I needed.

They were patient with my busy schedule and very helpful throughout the process. Edward Trippett was able to get me approved for more than I thought possible. The process is not overnight financing but it's a good solid supportive company that take time to do things right. They have a set of connections to help run your business smoothly and cost effectively.

Jenny Milosevic provided outstanding support in
helping me get my SBA loan payments straightened out. From the start, she was responsive, knowledgeable, and genuinely committed to making sure everything was handled correctly.

She took the time to clearly explain my options, stayed on top of the details, and followed through until everything was resolved. What could have been a stressful situation was made simple and manageable because of her professionalism and attention to detail.

It’s rare to find someone who combines expertise with such a high level of customer care. Jenny went above and beyond, and I truly appreciate the effort she put in to make sure everything was right.

Highly recommend working with her—she’s a major asset to the team.

My CD matured 3/23/2026 with instructions to transfer to Savings upon maturity. They haven’t done that it’s already weekend of Mar.28 and still no transfer done so I still have no access to my matured money. Scary to bank with Newtek.

I have a CD matured a week ago, which I forgot. I’m very grateful forJa'Kira who not only sent an email to remind me, but also took the time to call me. She’s very kind and professional. I’m happy with her service.

I spoke with Ja'Kira who was a very intelligent and well informed customer service agent. I described my situation and she handled everything in a very professional manner and also explained each step of the process. She kept me as a Customer and the bank should be very proud to have such an excellent representative. From my experience as a business owner, she should be elevated by her supervisors in the company.