Joseph Ousley

Retirement Analyst at Tennessee Department of Treasury
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville, Tennessee, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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5.0

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Frank Bradshaw

Joseph is a diligent student who actively works to make those around him better. I have worked with him on multiple occasions and have always been impressed with his character and work ethic. He is a valuable asset to have in any group setting.

Caroline Brown

Joseph and I have partnered & worked on various assignments together. From accounting to biblical studies, he proved time and time again that he is knowledgable in all areas. He is dedicated and an extremely hard worker. He displays many characteristics of a leader and he’s also fun to work with! I’m thankful to know him.

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Credentials

  • Excel 2019 Essential Training
    LinkedIn
    Mar, 2023
    - Nov, 2024
  • Ethical Decision Making
    CFA Institute Ethics Learning Lab
    Apr, 2020
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Nov, 2018
    - Nov, 2024
  • Notary Public
    State of Tennessee
    Mar, 2021
    - Nov, 2024
  • Accident & Health Insurance Producer
    State of Tennessee
    Dec, 2018
    - Nov, 2024
  • Life Insurance Producer
    State of Tennessee
    Dec, 2018
    - Nov, 2024

Experience

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Retirement Analyst
      • Sep 2021 - Present

      This position is responsible for activities related to benefit calculation for the defined benefit plan. The Retirement Analyst must determine TCRS members' eligibility and calculate their monthly pension benefit amounts by using detailed calculations; reviews details of prior calculations and recalculates retiree benefits; processes prior-service calculations; keys data inputs and verifies transactions in the pension administration system. This position is responsible for activities related to benefit calculation for the defined benefit plan. The Retirement Analyst must determine TCRS members' eligibility and calculate their monthly pension benefit amounts by using detailed calculations; reviews details of prior calculations and recalculates retiree benefits; processes prior-service calculations; keys data inputs and verifies transactions in the pension administration system.

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Services Officer
      • Mar 2021 - Sep 2021

      Discuss, analyze, and propose potential loan products and services to borrowers to meet their specific goals, and providing basic information to members and potential members, including loan options, rates, terms, etc. If member wants to proceed with an application, interview the consumer loan applicant, explain loan options, rates, terms and collateral requirements; prepare all necessary documents; verify employment; obtain credit reports. The FSO also will open and service Roth and Traditional IRA accounts, answer questions pertaining to IRAs, assess member needs, and all other Relationship Representative roles. Show less

    • Relationship Representative
      • Sep 2020 - Mar 2021

      The Relationship Representative is responsible for creating a positive member experience by ensuring that members receive friendly, accurate and timely assistance when opening. They are responsible for assisting members with errors, complaints, account inquiries, card disputes or fraudulent transactions, and issuing new debit cards. They must also cross-sell services to members by assessing their needs, and performing all other teller and greeter duties.

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Fitness Center Manager
      • Aug 2019 - Mar 2020

      The weight room manager is responsible for scheduling student worker hours and managing five students, being a point-of-contact for all things pertaining to the fitness center, and reporting directly to the Dean of Student Life, along with all other fitness center monitor duties.

    • Fitness Center Monitor
      • Aug 2018 - Aug 2019

      The weight room monitor oversees safety of all who exercise at the FHU Fitness Center. They are responsible for ensuring that only those who are authorized may use the facility. They monitor all activity in order to enforce weight room rules and assure a safe environment for users.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Delivery Expert
      • Jun 2019 - Aug 2019

      The primary role of the delivery expert is to deliver food to customers. Delivery drivers must also answer phones, greet carry out customers, operate all equipment, restock shelves, prepare various foods, receive and process telephone orders, and clean equipment and facility. Drivers must be able to work in a perform repetitive tasks, work alone and with others, very fast-paced environment, work under stress, meet strict quality control standards. The primary role of the delivery expert is to deliver food to customers. Delivery drivers must also answer phones, greet carry out customers, operate all equipment, restock shelves, prepare various foods, receive and process telephone orders, and clean equipment and facility. Drivers must be able to work in a perform repetitive tasks, work alone and with others, very fast-paced environment, work under stress, meet strict quality control standards.

  • Fluid Routing Solutions
    • Lexington, Tennessee
    • Finance & Administration Intern
      • May 2018 - Aug 2018

      Worked with comptroller to conduct and prepare various financial documents (including gross margin, P&L statements, budgets, etc.) for analyses, forecasts, and comparisons. Also worked in various departments, such as HR, tooling, and marketing. Performed many tasks for comptroller, such as data collection, filling out forms, preparing and creating excel spreadsheets for data analyzing, etc. Worked with comptroller to conduct and prepare various financial documents (including gross margin, P&L statements, budgets, etc.) for analyses, forecasts, and comparisons. Also worked in various departments, such as HR, tooling, and marketing. Performed many tasks for comptroller, such as data collection, filling out forms, preparing and creating excel spreadsheets for data analyzing, etc.

    • Youth Minister
      • May 2017 - Aug 2017

      Youth minister for a church congregation for the summer of 2017. Basic responsibilities include researching, planning, and presenting biblical class lessons, leading in various aspects of the church, public speaking, and travel. Oversaw spiritual life of the youth group and planned events. Displayed organizational skills, creativity, and flexibility via planning events, preparing for classes, and participating in meetings. Youth minister for a church congregation for the summer of 2017. Basic responsibilities include researching, planning, and presenting biblical class lessons, leading in various aspects of the church, public speaking, and travel. Oversaw spiritual life of the youth group and planned events. Displayed organizational skills, creativity, and flexibility via planning events, preparing for classes, and participating in meetings.

Education

  • Freed-Hardeman University
    Bachelor of Business Administration - BBA, Finance
  • Scotts Hill High School
    High School Diploma, General Studies

Community

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