Christopher Chartier
Costa Mesa,CA
Summary
Experienced and motivated customer-focused professional with a strong background in military, sales, and customer service. Known for communication, problem solving, and discipline that support client success and business growth.
Overview
21
21
years of professional experience
Work History
File Manger
Resolution Processing
03.2026 - Current
- Collect, organize, and review documentation required to maintain active client files and support the resolution process.
- Conduct client budget analyses to evaluate financial circumstances and help identify appropriate resolution strategies.
- Answers over 100 inbound and outbound calls on a daily basis.
- Maintain accurate client records while handling sensitive financial information with professionalism and discretion.
Senior Training Coordinator
Cintas
10.2023 - 02.2026
- Managed high-volume client and trainer scheduling while coordinating complex programs across multiple markets.
- Maintained communication with clients and internal teams to ensure accurate information, timely follow-up, and successful service delivery.
- Resolved scheduling conflicts and customer concerns while maintaining a high level of professionalism and customer satisfaction.
- Ranked in the Top 5% company-wide for safety training sales, demonstrating strong productivity, organization, and performance.
Senior Business Advisor
Sellvia
06.2021 - 06.2023
- Served as a trusted advisor by assessing client needs, identifying financial and operational challenges, and recommending customized solutions.
- Ranked #1 Business Advisor company-wide through a consultative, customer-focused approach.
- Guided clients through complex financial and business decisions, explaining options and helping them select solutions aligned with long-term goals.
- Conducted business meetings via Zoom and in-person to provide a demonstration on how the platform works.
Direct Sales Agent
Southern California Auto Club (AAA)
03.2015 - 03.2020
- Sold personal lines of insurance and AAA road side memberships.
- Processed applications accurately while maintaining compliance with club policies and state requirements.
- Built long-term relationships by educating clients, addressing concerns, overcoming objections, and providing personalized recommendations.
- Earned multiple President’s Elite Agent and Agent of the Month awards for strong sales and performance.
Financial Management Technician
US Army
01.2006 - 08.2011
- Managed accounting, budgeting, and disbursement actions supporting daily finance operations.
- Reconciled pay records and resolved discrepancies within military financial systems.
- Negotiated vendor contracts.
- Squad leader within my unit.
Education
Bachelor of Science - Business Management
University of Phoenix
Costa Mesa, CA08-2014
Skills
- CRM (Salesforce and Forth)
- ERP (SAP)
- Microsoft office
- Call Center
- Contract Negotiation Experience
- Auditing and Budgeting
- Records management
- Finance
Timeline
File Manger
Resolution Processing
03.2026 - Current
Senior Training Coordinator
Cintas
10.2023 - 02.2026
Senior Business Advisor
Sellvia
06.2021 - 06.2023
Direct Sales Agent
Southern California Auto Club (AAA)
03.2015 - 03.2020
Financial Management Technician
US Army
01.2006 - 08.2011
Bachelor of Science - Business Management
University of Phoenix