Michelle Plummer
@michelleplummer
I coach financial-services teams through data-driven learning, performance improvement, and practical sales behaviors.
United StatesWhat I'm looking for
At Freedom Mortgage, I've coached 20+ new and experienced loan advisors through individualized development plans, call reviews, live observation, and targeted reinforcement. My coaching helped a cohort achieve Diamond-level performance, including 76% SDE and 82% two-day IDR.
I've built my career in regulated financial services, translating complex mortgage and compliance requirements into clear, repeatable behaviors. I bring experience in training facilitation, onboarding, performance analysis, Salesforce adoption, stakeholder partnership, and team leadership, supported by a B.S. in Business Administration (Finance) and Freedom Mortgage's RISE Management Training Program.
Experience
Work history, roles, and key accomplishments
Designed and delivered individualized development plans for 20+ advisors using performance data, call observations, and pipeline diagnostics. Facilitated live and virtual coaching, call-review sessions, and real-time feedback to improve communication, needs assessment, and objection handling.
Managed a high-volume customer pipeline in a regulated environment, balancing customer needs, compliance requirements, documentation standards, and business objectives. Translated complex financial concepts into clear guidance and used consultative needs assessment to identify appropriate solutions.
Provided day-to-day coaching, mentoring, and performance guidance to loan advisors while maintaining personal production responsibilities. Supported advisor development through call reviews, performance reporting, and targeted reinforcement based on observed needs and team metrics.
Mortgage Closer / Post Closer
NewDay USA
Aug 2015 - Jul 2016 (11 months)
Coordinated stakeholders and closing activities, prepared accurate loan packages, audited post-closing files, and verified documentation against regulatory and funding requirements.
Education
Degrees, certifications, and relevant coursework
Towson University
Bachelor of Science, Business Administration
Bachelor of Science in Business Administration with a focus on Finance.
Howard Community College
Associate of Arts, Business & Technology
Associate of Arts in Business & Technology.
Freedom Mortgage
Certificate, Management
Completed the RISE Management Training Program, a structured leadership development program.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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