Tate Morgan
Intensive Case Manager
Knoxville
Summary
Professional with strong background in intensive case management. Adept at building collaborative relationships and driving positive outcomes in complex situations. Skilled in crisis intervention, client advocacy, and resource coordination. Reliable and adaptable team player, focused on achieving impactful results.
Overview
20
20
years of professional experience
2
2
Languages
Work History
Intensive Case Manager
Helen Ross McNabb
02.2025 - Current
- Coordinated interdisciplinary teams comprised of medical professionals, social workers and educators to address each client's unique needs holistically.
- Streamlined internal processes for better efficiency in managing complex caseloads across multiple agencies.
- Evaluated program effectiveness using data-driven approaches to identify areas for improvement or expansion within the organization''s offerings.
- Promoted client self-sufficiency with comprehensive assessments, goal setting, and regular progress monitoring.
- Ensured continuity of care during crisis situations by coordinating emergency services, assessing risk factors, and creating safety plans for vulnerable clients.
- Navigated complex social service systems on behalf of clients, advocating for their needs while securing necessary supports and benefits.
Case Manager/HIV Wraparound Specialist
Helen Ross McNabb
02.2023 - 02.2025
- Provided STI/STD testing, education, and wraparound services for HIV and HVC.
- Participated in various events for community outreach provide services in the form of education, testing, health communication/public information and individual level risk reduction counseling to diverse groups of high-risk target populations.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Case Manager (SOR Pathfinder)
Helen Ross McNabb
10.2021 - 02.2023
- Provided direct engagement, assessment, referral and on-going follow up with the medical assisted treatment clients of the McNabb Center, as well as the clients seeking treatment at several of our partnered agencies throughout the Knoxville area.
- Completed assessments and other required documents in a timely manner, track referrals, complete updates, provide transportation, serve as life coach and locate requested resources to meet the individual’s needs.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Coordinated essential services for clients, resulting in improved overall well-being and selfsufficiency.
Night Auditor and Gallery Host
Hyatt Place
11.2020 - 12.2021
- Greeted any late-night arrivals to the hotel.
- Checked in and oriented guests to our facilities while informing them about any events of interest going on in the downtown area.
- Recorded all revenue and statistics for the day, completing a large amount of daily reports, balancing out any financial or housekeeping discrepancies, segmenting room availability to various third-party markets and making an end-of-day cash drop.
- Prepared detailed end-of-shift reports, highlighting noteworthy incidents or areas requiring improvement for management review.
- Generated and printed daily financial reports to track hotel performance.
- Maintained accurate financial records by diligently balancing daily revenue reports and identifying discrepancies.
- Coordinated with housekeeping staff to address any overnight room maintenance requests or special accommodations needed.
Diversion Program Manager
Mary's Place
01.2020 - 11.2020
- Developed and facilitated training's and workshops for my team, completed monthly and quarterly program reports'
- Helped maintain an environment where clients and volunteers were treated with respect and dignity regardless of race, ethnic background, gender or socioeconomic background.
- Made sure that my case workers have the ability and resources to connect and advocate for our families to enable them to connect to and access needed services within other agencies.
- Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
Diversion Housing Specialist
Mary's Place
10.2018 - 01.2020
- Acted as the first point of contact for homeless women, who were in custody of young children and/or who are fleeing a domestic violence situation.
- Managed a dynamic case load of 15 clients who were living on the streets or car camping and have no resources for housing.
- Performed housing assessments to determine whether or not they were a good fit for diversion, or if I need to do an intake for one of King County's shelter locations.
- Assessed barriers to permanent housing, such as past debt and evictions, criminal record and income restrictions.
- Guided clients to an appropriate landlord or apartment communities and provided clients with application and holding fees, deposits, and first and last month's rent.
- Collected data and vital statistics as a way to measure the needs of families who are experiencing homelessness so we were able to help gage what services are necessary for our community.
Guest Services and Night Auditor
The Virginia Mason Medical Center
10.2014 - 10.2018
- Innkeeper of a seventy-two guest room Inn that is located on the campus of the Virginia Mason Medical Center.
- Verified guest information to make sure the proper cost center/billing method/insurance was being billed for their stay.
- Served as a liaison between guests and the appropriate departments in the hospital.
- Arranged for patient transport.
- Perform all night auditing procedures by reconciling transactions and compiling the daily financial reports and posting and processing payments.
- Collaborated with the front desk team to ensure seamless transitions between shifts and consistent communication regarding guest needs.
Monk
Mount Angel Benedictine Abbey
10.2005 - 10.2014
- I lived as a cloistered Roman Catholic Monk at a Benedictine Abbey in Oregon.
- This is a very large abbey with over 80 Monks all living as a single unit.
- Performed daily activities of prayer and house work.
- Taught Music at the Monasteries major seminary with over 500 students that offered up to the Doctorate in Theology.
- Provided customer service at the Abby's guest house and a brewery.
Education
BA - Music/Sociology
Marshall University
Huntington, WVSkills
Elderly care
Substance abuse awareness
Family support
Educational support
Client advocacy
Progress monitoring
Disability support
Housing assistance
Multidisciplinary collaboration
Timeline
Intensive Case Manager
Helen Ross McNabb
02.2025 - Current
Case Manager/HIV Wraparound Specialist
Helen Ross McNabb
02.2023 - 02.2025
Case Manager (SOR Pathfinder)
Helen Ross McNabb
10.2021 - 02.2023
Night Auditor and Gallery Host
Hyatt Place
11.2020 - 12.2021
Diversion Program Manager
Mary's Place
01.2020 - 11.2020
Diversion Housing Specialist
Mary's Place
10.2018 - 01.2020
Guest Services and Night Auditor
The Virginia Mason Medical Center
10.2014 - 10.2018
Monk
Mount Angel Benedictine Abbey
10.2005 - 10.2014
BA - Music/Sociology
Marshall University
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