Katie was quick to respond, very professional, and provided all of the information I requested.
Response from Newtek BankNov 20, 2025
We’re glad to hear Katie delivered prompt and professional support. We appreciate you being a Newtek Bank customer.
DB
David B.
Needed help with a transfer
Needed help with a transfer. Mark S. was very helpful in explaining all of the options and what to look for.
Response from Newtek BankNov 20, 2025
Thank you for your review. We’re happy Mark was able to walk you through your transfer options and provide clear guidance. We appreciate you choosing Newtek Bank.
AD
Arturo D. D.
I was hesitant at first to open an account with Newtek Bank...
I was hesitant at first to open the business account with Newtek Bank, even though I was made aware that Anderson Advisers greatly recommended doing so. Since I have great regards for Anderson Adviser, I went ahead and made my application, after successfully opening the first of my three LLC's with Anderson. It was a little struggle completing my first application, due to the stringent security and documentary requirements, but it was for the good, so I proceeded and completed it.
At the advice of my advisors at Anderson, I was asked not to mix personal and business transactions to avoid future pitfalls, which I thoroughly understood. So, I opened a personal account, which took a little longer due to the addition of my wife as the joint owner/co-signer. This personal account took about two weeks to complete due to the time lag of sending and responding to secured messages through the Newtek portal.
With the successful setup of the personal account, and better interest rate from Newtek Bank, compared to our Credit Union, I finally got relieved of the anguish, and looking forward to future dealings with Newtek Bank.
Response from Newtek BankNov 20, 2025
Thank you for your feedback! We’re happy your accounts are now fully set up and that you’re benefiting from our competitive rates. We appreciate your trust and look forward to supporting you and your businesses in the future.
KT
K T.
Opening account ease
I worked with Katie Houston for a seamless experience opening high yield savings accounts. She answered all of my initial questions during a teleconference, as well as, handling all of the DocuSign activities. It was very helpful to have someone overseeing the process, which was quick and easy. I highly recommend Newtek Bank and Katie.
Response from Newtek BankNov 20, 2025
Thank you for taking the time to share your experience. We’re glad to hear Katie delivered a seamless and supportive onboarding process. We look forward to supporting you going forward.
JA
Jason A. Sharf (Yossi S.
Katie at Newtek was amazing!…
Katie at Newtek helped me with my issue in less than 24 hours. I was so impressed by the speed and accuracy of her support. I wish all banks and bank representatives worked this well!
Response from Newtek BankNov 17, 2025
Thank you for sharing! We’re happy to hear that Katie provided quick and accurate support.
CU
customer
It was a relief to get phone support in…
It was a relief to get phone support in a timely manner. The rep I spoke to, Ja'Kira was extremely helpful, warm and efficient!
Response from Newtek BankNov 17, 2025
Thank you for your kind words! We’re so glad to hear that Ja’Kira provided warm, efficient, and timely support.
VC
Valued C.
Katie helped set my mind at ease
The assistance I received from Katie, Tier 2 Support Agent, helped set my mind at ease when a transfer disappeared! She assured me it was the other bank, not Newtek, that cancelled the transfer. It truly made me happy to get Katie's messages filling me in on what was happening with my money. Much thanks to Katie!
Response from Newtek BankNov 17, 2025
Thank you for sharing your experience! We’re happy to hear that Katie was able to keep you informed and provide reassurance during the transfer process.
HT
herb T.
Ka'Jira was an absolute professional …
Ka'Jira was an absolute professional helpful and efficient. I had never encountered a human on chat. Ka' Jira needs a bonus and a raise. I would recommend NewTek customer service.
Response from Newtek BankNov 17, 2025
We’re glad to hear about your positive experience!