Katie Houston helped me a lot in retrieving a written record of account information about ownership and beneficiary status of my accounts, a feature that Newtek's online system does not offer. Although I was frustrated when I first contacted her, she was prompt and explained the situation and intervened so I could get what I needed right away.
Response from Newtek BankMay 5, 2026
Thank you for your review. We’re glad Katie provided prompt and helpful support.
MN
Md N.
I want to share my experience as…
I want to share my experience as honestly as possible.
My SBA 7a loan process was originally supposed to be completed back in January, but unfortunately, it was severely delayed due to Michael Madison. I was repeatedly told that everything was “in the works,” when in reality, my documents had never even been submitted. I waited for months with little to no communication, which was incredibly frustrating and disruptive to my plans.
Things completely turned around when I connected with Jenny Milosevic. She was truly exceptional—professional, responsive, and proactive. Jenny quickly assessed the situation, reassured me, and connected me with the right team. Thanks to her efforts, my loan was approved in less than two weeks—something that hadn’t been accomplished in over three months prior.
Jenny introduced me to Beau Williamson, who handled the process flawlessly from the very beginning. He was organized, efficient, and always on top of things. I was also fortunate to work with Catherine Garcia, the closer, who was equally outstanding. She ensured every document was accurate and submitted on time, and maintained consistent communication via calls, texts, and emails to make sure I fully understood each step.
Jenny, Beau, and Catherine made an incredible team, and they are absolutely the people I would recommend working with moving forward. A special shout-out to Jenny for stepping in when things went wrong—she not only fixed the situation but also brought a sense of calm and confidence when I needed it most.
Response from Newtek BankMay 5, 2026
Thank you for your feedback. We’re happy our team was able to support you through the process.
GS
Gar S.
Michael Mann at Newtek Bank provided us…
Michael Mann at Newtek Bank provided us amazing customer service. Helpful, knowledgeable, and patient. Quick to understand the issues and even quicker to solve them. Lots of smaller banks that are offering great high yield savings and CD rates do not have great customer service. Michael shows that Newtek is different. Thanks again Michael.
Response from Newtek BankMay 5, 2026
Thank you for your feedback. We’re glad Michael Mann provided helpful and efficient support.
DC
Daryl C.
Jordan customer service excellence
Jordan customer service excellence
Response from Newtek BankMay 5, 2026
Thank you for your review. We’re glad Jordan delivered excellent service.
CA
Catherine
Securing an SBA Loan
I had a lot of questions on securing an SBA Loan, this was all new territory for me. The staff helped me all through the process!
Response from Newtek BankMay 5, 2026
Thank you for your feedback. We’re glad our team supported you throughout the loan process.
KH
kambiz H.
Ja'Kira was great
Ja'Kira was great. Prompt, professional, and super nice.
Response from Newtek BankMay 5, 2026
Thank you for your review. We’re glad Ja'Kira provided prompt and professional support.
JR
Jacquelyn R.
Excellent Banking Experience!
Excellent Banking Experience!
As a customer of Newtek Bank, I have found their staff to be knowledgeable, efficient, and friendly! I recently had interaction with Ja'Kira (employee at Newtek Bank). She provided outstanding customer service and was very prompt in replying to my inquiries. Newtek Bank offers very competitive CD rates, if not better than most, and provides outstanding customer service.
Response from Newtek BankMay 5, 2026
Thank you for your feedback and for choosing Newtek.
SA
Sam
I have so far only the great expirience…
I have so far only the great expirience with NewTech Bank. Investing some money in this bank for a while and very satisfied with this bank. Better rates than other banks are offering for my needs, simple navigation thrue bank's webpage, great, knowlegable and friendly customer service reps (my latest great help was Ms. Ja'Kira), quick responce to the messages.
Response from Newtek BankMay 5, 2026
Thank you for your feedback. We’re glad our team provided helpful and responsive support.