Newtek BankReviews 

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.

Ja'Kira was a great help in assisting me into transferring funds from 3 CDs into 3 new CDs there was a technical mistake on my end and she resolved this quickly and efficiently, she answered all of my questions. I felt relieved after her guidance.

Ja’Kira was professional and extremely knowledgeable regarding the details of my account. She answered all questions and ensured my account was secure prior to providing any information. She is excellent. Thank you for the support !

My CD matured 3/13/26 and been trying to get my money out. called 3 times and sent 5 secure messages. It’s 3/20/26 and no confirmation on my messages. I have dealt with many East coast banks and money is confirmed and sent back within days. This is not professional and why offer CDs if this bank operates in this manner.
I was finally contacted by Ja'Kira, she was able to resolve the issue quickly and wire back the funds the same day.

I just wanted to say that in my opinion, Joanna Baez is one heck of an asset to Newtek Bank. She spent days, hours on me with the patience of an angel. She is extremely professional, yet at the same time literally puts herself, it seems, in your shoes and explains everything, until it's clear to you. She is so very pleasant no matter how hyper one may get, she calms you and reassures you that all will be good. I came in contact with her 9 months ago and I am one happy camper. So happy, in fact, that the CD I was going to withdrawal "in total", I kept with NewTek. Plus, I opened another, thanks all to Joanna and her kindness. She definitely can take conflicting situations and change them completely around, all for her customers. Honestly, I most likely would not be continuing with NewTek, had she not stepped into the picture. Handles things quickly, takes situations seriously and makes sure you end a conversation with her, a happy customer. Managerial staff don't always get the credit they deserve, and I just thought NewTek Bank should know that I greatly appreciate her.

I took out a 9 month Consumer CD with Newtek Bank. They were offering 4.5% at the time during the FOMC interest reductions of 2025. It was a no frills job filling out the application and funding the said CD. I held the CD til maturity.
Anyway, now that the CD has matured i rang Newtek and advised them that my CD had matured and requested all funds to be remitted back to the still open funding account.
The custom service rep hand walked me through the secured messaging platform to properly request funds from the matured CD to be sent back to the original funding account.
The customer service rep sounded irritated throughout the phone call and resultant secure message. She nevertheless indicated i had done things properly and my funds should be on the way.
Two business days later the banking site still shows I have an active CD with Newtek.
I will implement push come to shove techniques to force Newtek to honor their obligations and return the requested mature CD monies.

I am a long time Newtek Bank customer. Katie in their Support Team Tier 2 has been excellent to work with. Whenever I email, she always responds efficiently and diligently without any delay. I have requested several things and she has done excellent job in taking care of customers. I highly recommend and appreciate her.

I have had a number of very good and reliable conversations with the customer service at NewtekBank.
In particular, I have had two conversations with Mark S. over the last week. He is extremely knowledgable and gives good explanations, does not rush you and is very polite and professional.
Most people have had terrible experiences with corporate customer service call centers in the past. It is refreshing to get the support given by NewtekBank and again, to date, I can not complement Mark S. sufficiently.
Thank you again Mark.

3/18/26 Newtek Bank
Team Member Katie provided excellent customer service - friendly, efficient, and helpful! Overall I was very impressed.

Newtek has a great team of professionals! Edward was prompt and professional throughout the entire process!

I am a new customer at Newtek Bank, and so far all of my questions and requests have been answered and changes made quickly. The staff is responsive and efficient. I am quite pleased with their service and feel that my investment is in good hands.

Great CD rate brought me in and great customer service and a good website with chat keeps me coming back for more.

Kati treated us as if we had a very large certificate of deposit even though it was a small CD. Excellent service, friendly personal contact, not an AI experience
We’ll be back, thanks John

Katie- Tier 2 Support Agent was very helpful in arranging the transfer of our CD funds.

Katie was very helpful in changing my matured cd into a new one with a different maturity and rate.
She took her time and answered my questions and helped me do what I needed to do in your website.
It was a little difficult to understand what she was saying during our phone conversation because it sounded like she was "muffled." The connection was not as clear as I needed.
Her customer service and helpful attitude was very good.

Your customer service has always been excellent, but this morning it was a special in being helped by Mark Squires, who was exceptional in his knowledge, thoroughness, pleasantness, and courtesy. After flailing unsuccessfully on my own for a time, Mark quickly put me on the right track and accomplished what I needed done. Outstanding!