Patrick J. McKenna
Helena
Summary
Walmart Service desk (check cashing, money orders, etc.). Sales, returns.
Overview
46
46
years of professional experience
Work History
Bartender
Hamilton Elks Lodge and Helena Elks Lodge
12.2020 - 10.2022
- Provided bartending services at Hamilton Elks Lodge and Helena Elks Lodge, ensuring customer satisfaction and efficient service.
- Assisted local organizations through volunteer work.
- Maintained cleanliness and organization of bar area during busy shifts.
Temp Job
Finstad’s Carpet One Flooring
10.2016 - 01.2022
- Greeted new customers in person and on the phone.
- I identified their needs and preferences, handing them off to the professional staff.
- Acquired in-depth understanding of products to better assist customers.
Retail Sales Associate
The Home Depot
Helena
10.2018 - 12.2020
- Retail sales of electrical and cabinets.
- Assisted customers at service desk and call center, resolving inquiries efficiently.
- Utilized cell phone and POS system to facilitate transactions and improve customer interactions.
Greeter/Customer Service/Special Services Desk/Call Center
The Home Depot
Washington
10.2015 - 10.2018
- Served as primary information resource for incoming calls and customers in call center.
- Delivered customer service, processed custom orders, and managed multi-line phones and computer systems.
- Clarified product benefits to assist customers in making informed purchasing decisions.
- Direct sales. Retail sales.
- Operated cell phone and tablet to manage tasks efficiently.
Accounting Technician
MT Dept. of Public Health and Human Services
Helena
07.2011 - 07.2012
- Accounts receivable/accounts payable. General ledger accounting.
- Application of Generally Accepted Accounting Practices (GAPP).
- Monitored clients’ accounts to verify receipt of either child support or state assistance, but not both.
- Resolved customer disputes, enhancing service quality and client satisfaction.
- Processed receipt of funds for the Department and scanned records into electronic documents for accurate record-keeping.
Patient Access Specialist
Dept. of Veteran’s Affairs
Ft. Harrison
10.2008 - 06.2011
- Functioned as medical receptionist, managing patient demographic data to improve patient experience.
- Provided customer service through multi-line phone, e-mail, and letters, connecting them with the appropriate party.
- Medical office procedures. Made appointments.
- Executed data entry for accounts payable while ensuring compliance with HIPAA regulations.
- Computer programs (medical, demographic, financial, personal). Audited bills for proper coding and charges.
- Maintained confidentiality of patient’s records. Operated cash register.
- Supported fiscal division with administrative and technical tasks to ensure smooth operations.
- Use of Microsoft Office software – Word, Excel, Outlook, and proprietary software.
Workers Compensation Insurance Claims Examiner
Montana State Fund
Helena
10.2004 - 09.2008
- Investigated and determined liability, authorized medical and indemnity benefits to ensure compliance with policy standards.
- Conducted mediation and settlement conferences to resolve claims disputes efficiently.
- Utilized medical terminology to accurately assess claims and communicate effectively with healthcare providers.
- Conducted visits to policyholders and claimants to discuss claims status and gather necessary information.
- Verification of insurance coverage and benefits. Voc-rehab & disability.
- Expert in disability and Medicare.
- Provided award-winning customer service.
- Multi-tasking with phone calls, face-to-face conversations, and computer use.
Hearings Examiner/Administrative Law Judge
Montana Department of Revenue
Helena
03.2003 - 09.2004
- Issued rulings on contested case hearings after developing findings of fact and conclusions of law.
- Facilitated mediations, resulting in binding settlements that resolved disputes effectively.
- Consulted with department leadership to clarify ongoing issues, enhancing decision-making processes.
- Conducted legal research supporting audit practices, improving compliance and regulatory understanding.
Tax Specialist/Process Analyst
Montana Department of Revenue
Helena
10.1998 - 03.2003
- Audit various tax types.
- Collaborated with Division Administrators to develop and implement department policies and procedures.
- Guided field staff on best practices to improve skills and performance.
- Led Department teams in reappraisal and self-reporting initiatives.
- Prepared presentations and progress reports.
- Advised department leadership on issues.
- Draft letters to executive branch, legislators, and external customers.
Real Estate Appraiser & Tax Specialist
Montana Department of Revenue
Missoula
03.1996 - 09.1997
- Valuation of residential and commercial properties.
- Drafted detailed narrative reports on complex commercial properties to support valuation accuracy.
- Development of income statements (for NOI).
- Advocated for department values during hearings before county and state tax appeal boards, ensuring fair assessment outcomes.
- Studied titles, deeds, bills of sale, title insurance, fair housing laws, closing documents, codes, and zoning.
- Conducted field data collection of property information and statistics to inform valuation processes.
Property Tax Clerk/Customer Service
Montana Department of Revenue
Missoula
03.1992 - 02.1996
- Welcomed and greeted customers, ensuring a positive first impression.
- Provided direct assistance to clients, addressing inquiries and concerns to enhance customer satisfaction.
- Acted as primary customer service contact, facilitating effective communication and resolution of client issues.
- Connect them with the proper staff member.
- Provided information support for incoming calls, employees, and patients while handling various office tasks.
- Oversaw office activities to maintain organization and productivity.
- Valuation of personal property including vehicles, machinery, and livestock.
- Knowledge of business & technical vocabulary.
Registered Account Representative
Waddell & Reed Financial Services
Missoula
12.1990 - 01.1992
- Executed direct sales of securities and insurance, contributing to revenue growth.
- Collaborated with attorneys and insurance agents to create tailored investment strategies for clients.
- Obtained Series 6 and Series 63 licenses, along with life and health insurance licenses, to ensure compliance with financial regulations.
- Analysis of financial statements & markets.
Forestry Technician (Helitack crewman/Asst. Foreman/Foreman)
US Forest Service
06.1976 - 09.1990
- Hotshot crews on Bitterroot and Helena NFs. Expert knowledge of ICS.
- Executed scheduling and staffing functions as Federal Level II Law Enforcement Officer, ensuring operational readiness.
- Collaborated with HR Specialist to develop onboarding process for new employees and maintain documentation for progressive discipline.
- Managed front desk operations and provided relief dispatch services, enhancing communication and response times.
- Four National Forests
Second Lieutenant (Ensign)
U.S. Navy – SEAL Team Three
01.1980 - 01.1984
- Executed contraband interdiction operations, direct action missions, and hostage rescues to ensure mission success and safety.
- Provided advanced trauma treatment, including assessment, bleeding control, suturing, splinting, and IV administration, enhancing patient outcomes.
- Conducted preventative testing (swabs, blood draws, manipulations, examinations) to identify health issues early and inform treatment plans.
Education
B.A. - English Literature, Minor in Spanish Literature
Carroll College
Helena, MTB.S. - Forest Resources/Biology, Minor in Statistical Analysis
University of Montana
Missoula, MTCertificate - Administrative law
National Judicial College/University of Nevada School of Law
Skills
- Data analysis
- Microsoft Office
- Excel
- Word
- PowerPoint
- Outlook
- Access
- Project
- Spanish
Objective
Administrative Assistant. sales (POS, credit card, etc.). Check cashing, money orders, and returns. Preparation of invoices, orders to be picked up and making calls regarding delinquent accounts.
Timeline
Bartender
Hamilton Elks Lodge and Helena Elks Lodge
12.2020 - 10.2022
Retail Sales Associate
The Home Depot
10.2018 - 12.2020
Temp Job
Finstad’s Carpet One Flooring
10.2016 - 01.2022
Greeter/Customer Service/Special Services Desk/Call Center
The Home Depot
10.2015 - 10.2018
Accounting Technician
MT Dept. of Public Health and Human Services
07.2011 - 07.2012
Patient Access Specialist
Dept. of Veteran’s Affairs
10.2008 - 06.2011
Workers Compensation Insurance Claims Examiner
Montana State Fund
10.2004 - 09.2008
Hearings Examiner/Administrative Law Judge
Montana Department of Revenue
03.2003 - 09.2004
Tax Specialist/Process Analyst
Montana Department of Revenue
10.1998 - 03.2003
Real Estate Appraiser & Tax Specialist
Montana Department of Revenue
03.1996 - 09.1997
Property Tax Clerk/Customer Service
Montana Department of Revenue
03.1992 - 02.1996
Registered Account Representative
Waddell & Reed Financial Services
12.1990 - 01.1992
Second Lieutenant (Ensign)
U.S. Navy – SEAL Team Three
01.1980 - 01.1984
Forestry Technician (Helitack crewman/Asst. Foreman/Foreman)
US Forest Service
06.1976 - 09.1990
B.A. - English Literature, Minor in Spanish Literature
Carroll College
B.S. - Forest Resources/Biology, Minor in Statistical Analysis
University of Montana
Certificate - Administrative law
National Judicial College/University of Nevada School of Law